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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
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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-4
1002
– –
-26
1003
– –
-7,000
1004
– –
-76
1005
– –
-29
1006
– –
-3
1007
– –
-3
1008
– –
-18
1009
– –
-4
1010
– –
-6
1011
– –
-74
1012
– –
-18
1013
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-2
1014
– –
-55
1015
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-595
1016
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-130
1017
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-4
1018
– –
-4
1019
– –
-2
1020
– –
-259
1021
– –
-5
1022
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-2
1023
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-3
1024
– –
-99
1025
– –
-6
39 40
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