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
$712M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$1.69M
3
+$1.53M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.15M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$993K

Top Sells

1
+$3.14M
2
+$2.36M
3
+$2.09M
4
AMZN icon
Amazon
AMZN
+$1.15M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$772K

Sector Composition

1 Healthcare 18.8%
2 Financials 6.68%
3 Technology 5.76%
4 Consumer Discretionary 3.41%
5 Energy 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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1002
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1003
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1004
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1005
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1006
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1007
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-615
1008
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1009
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1010
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1011
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1012
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1013
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1014
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1015
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-3
1016
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1017
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1018
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1019
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1020
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1021
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1022
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1023
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1024
– –
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1025
– –
-61
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