CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,172
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.12M
3
+$1.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.35M
5
MSFT icon
Microsoft
MSFT
+$1.14M

Top Sells

1
+$7.63M
2
+$5.47M
3
+$1.64M
4
CVX icon
Chevron
CVX
+$1.33M
5
FIS icon
Fidelity National Information Services
FIS
+$448K

Sector Composition

1 Healthcare 25.15%
2 Technology 5.29%
3 Energy 4.13%
4 Financials 3.62%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$2K ﹤0.01%
+38
1002
$2K ﹤0.01%
64
1003
$2K ﹤0.01%
+233
1004
$2K ﹤0.01%
36
1005
$2K ﹤0.01%
+23
1006
$2K ﹤0.01%
33
1007
$2K ﹤0.01%
+127
1008
$2K ﹤0.01%
+48
1009
$2K ﹤0.01%
+70
1010
$2K ﹤0.01%
+106
1011
$2K ﹤0.01%
+21
1012
$2K ﹤0.01%
+28
1013
$2K ﹤0.01%
45
1014
$2K ﹤0.01%
19
1015
$2K ﹤0.01%
+152
1016
$2K ﹤0.01%
34
1017
$2K ﹤0.01%
+51
1018
$2K ﹤0.01%
99
1019
$2K ﹤0.01%
+44
1020
$2K ﹤0.01%
+89
1021
$2K ﹤0.01%
+69
1022
$2K ﹤0.01%
+51
1023
$2K ﹤0.01%
+99
1024
$2K ﹤0.01%
+12
1025
$2K ﹤0.01%
600
39 40
41
42 43