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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
$862M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$5.38M
3
+$4.25M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.45M
5
BND icon
Vanguard Total Bond Market
BND
+$3.27M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$16.4M
4
AAPL icon
Apple
AAPL
+$16.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.97M

Sector Composition

1 Healthcare 22.43%
2 Financials 7.35%
3 Consumer Discretionary 1.95%
4 Technology 1.45%
5 Industrials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-4,956
1002
– –
-310
1003
– –
-170
1004
– –
-1,114
1005
– –
-226
1006
– –
-1,953
1007
– –
-30
1008
– –
-129
1009
– –
-30
1010
– –
-219
1011
– –
-177
1012
– –
-567
1013
– –
-177
1014
– –
-24
1015
– –
-2,015
1016
– –
-8,013
1017
– –
-2,000
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