CA

Crewe Advisors Portfolio holdings

AUM $707M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$1.74M
3
+$1.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.23M
5
MSFT icon
Microsoft
MSFT
+$1.08M

Top Sells

1
+$7.01M
2
+$5.08M
3
+$1.61M
4
CVX icon
Chevron
CVX
+$1.17M
5
FIS icon
Fidelity National Information Services
FIS
+$425K

Sector Composition

1 Healthcare 25.15%
2 Technology 5.29%
3 Energy 4.13%
4 Financials 3.62%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$2K ﹤0.01%
+12
1027
$2K ﹤0.01%
600
1028
$2K ﹤0.01%
+778
1029
$2K ﹤0.01%
+275
1030
$2K ﹤0.01%
250
1031
$2K ﹤0.01%
+13
1032
$2K ﹤0.01%
+61
1033
$2K ﹤0.01%
+23
1034
$2K ﹤0.01%
+193
1035
$1K ﹤0.01%
+295
1036
$1K ﹤0.01%
12
1037
$1K ﹤0.01%
+391
1038
$1K ﹤0.01%
+282
1039
$1K ﹤0.01%
+17
1040
$1K ﹤0.01%
20
1041
$1K ﹤0.01%
+106
1042
$1K ﹤0.01%
+63
1043
$1K ﹤0.01%
+345
1044
$1K ﹤0.01%
+83
1045
$1K ﹤0.01%
+220
1046
$1K ﹤0.01%
+66
1047
$1K ﹤0.01%
+92
1048
$1K ﹤0.01%
+20
1049
$1K ﹤0.01%
+239
1050
$1K ﹤0.01%
+77
40 41
42
43 44