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
$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%
+58
1002
$2K ﹤0.01%
74
1003
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1004
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125
1005
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1006
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+18
1007
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1008
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99
1009
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1010
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1011
$2K ﹤0.01%
+69
1012
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1013
$2K ﹤0.01%
+99
1014
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+12
1015
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600
1016
$2K ﹤0.01%
+778
1017
$2K ﹤0.01%
+275
1018
$2K ﹤0.01%
250
1019
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417
1020
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+258
1021
$2K ﹤0.01%
+34
1022
$2K ﹤0.01%
+641
1023
$2K ﹤0.01%
+55
1024
$2K ﹤0.01%
+190
1025
$2K ﹤0.01%
25
39 40
41
42 43