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
+$8.98M
2
+$1.69M
3
+$1.52M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1M

Top Sells

1
+$3.14M
2
+$2.4M
3
+$2.21M
4
AMZN icon
Amazon
AMZN
+$1.32M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$816K

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
– –
-41,512
1002
– –
-121
1003
– –
-17
1004
– –
-301
1005
– –
-225
1006
– –
-29
1007
– –
-190
1008
– –
-67
1009
– –
-32
1010
– –
-115
1011
– –
-1,293
1012
– –
-159
1013
– –
-301
1014
– –
-562
1015
– –
-117
1016
– –
-34
1017
– –
-441
1018
– –
-236
1019
– –
-124
1020
– –
-5
1021
– –
-250
1022
– –
-118
1023
– –
-155
1024
– –
-314
1025
– –
-22
38 39 40
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