We are live on ! Find out more
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
$892M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$3.35M
3
+$2.98M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.36M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.62M

Top Sells

1
+$1.64M
2
+$898K
3
+$687K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$679K
5
ANET icon
Arista Networks
ANET
+$532K

Sector Composition

1 Healthcare 18.49%
2 Technology 7.48%
3 Financials 6.62%
4 Energy 2.89%
5 Consumer Discretionary 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-70
1002
– –
-9
1003
– –
-8,700
1004
– –
-176
1005
– –
-56
1006
– –
-105
1007
– –
-52
1008
– –
-2
1009
– –
-1,239
1010
– –
-24
1011
– –
-82
1012
– –
-30
1013
– –
-196
1014
– –
-1,300
1015
– –
-44
1016
– –
-46
1017
– –
-122
1018
– –
-185
1019
– –
-1,190
1020
– –
-322
1021
– –
-4
1022
– –
-249
1023
– –
-341
1024
– –
-85
1025
– –
-3
39 40
41
42 43