CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.05M 0.1%
+8,445
77
$1.04M 0.1%
4,761
78
$1.02M 0.1%
+36,295
79
$1.01M 0.1%
+19,508
80
$1M 0.1%
9,433
81
$999K 0.1%
37,807
82
$938K 0.09%
5,607
-24
83
$921K 0.09%
34,392
84
$899K 0.09%
8,720
+740
85
$893K 0.09%
34,743
+144
86
$881K 0.08%
4,207
87
$858K 0.08%
+1,361
88
$831K 0.08%
+2,762
89
$827K 0.08%
3,825
-50
90
$808K 0.08%
9,627
-163
91
$794K 0.08%
+2,293
92
$780K 0.07%
+1,022
93
$774K 0.07%
9,684
+618
94
$761K 0.07%
7,998
+353
95
$761K 0.07%
+1,595
96
$728K 0.07%
+2,065
97
$701K 0.07%
10,192
98
$692K 0.07%
1,409
+33
99
$683K 0.07%
2,249
-206
100
$679K 0.06%
+3,148
2 3
4
5 6