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
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,172
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.12M
3
+$1.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.35M
5
MSFT icon
Microsoft
MSFT
+$1.14M

Top Sells

1
+$7.63M
2
+$5.47M
3
+$1.64M
4
CVX icon
Chevron
CVX
+$1.33M
5
FIS icon
Fidelity National Information Services
FIS
+$448K

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%
+778
1027
$2K ﹤0.01%
+275
1028
$2K ﹤0.01%
25
1029
$2K ﹤0.01%
+49
1030
$2K ﹤0.01%
+7
1031
$2K ﹤0.01%
+110
1032
$2K ﹤0.01%
+7
1033
$2K ﹤0.01%
+18
1034
$2K ﹤0.01%
+23
1035
$1K ﹤0.01%
7
1036
$1K ﹤0.01%
21
1037
$1K ﹤0.01%
26
1038
$1K ﹤0.01%
+54
1039
$1K ﹤0.01%
+92
1040
$1K ﹤0.01%
+20
1041
$1K ﹤0.01%
+16
1042
$1K ﹤0.01%
+21
1043
$1K ﹤0.01%
+17
1044
$1K ﹤0.01%
+5
1045
$1K ﹤0.01%
+106
1046
$1K ﹤0.01%
+282
1047
$1K ﹤0.01%
+17
1048
$1K ﹤0.01%
20
1049
$1K ﹤0.01%
+295
1050
$1K ﹤0.01%
12
40 41
42
43 44