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
$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
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1002
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1003
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1004
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1005
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-63
1006
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-321
1007
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-19
1008
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-368
1009
– –
-369
1010
– –
-1,963
1011
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-9
1012
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-168
1013
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-141
1014
– –
-7
1015
– –
-4,956
1016
– –
-310
1017
– –
-2,015
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