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
$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
– –
-18,936
1005
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-57
1006
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-5,145
1007
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-142
1008
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-214
1009
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-158
1010
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-90
1011
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-888
1012
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-89
1013
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-380
1014
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-608
1015
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-123
1016
– –
-289
1017
– –
-8
1018
– –
-89
1019
– –
-25
1020
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-976
1021
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-171
1022
– –
-54
1023
– –
-624
1024
– –
-590
1025
– –
-107
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