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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
$892M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$3.35M
3
+$2.98M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.36M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.62M

Top Sells

1
+$1.64M
2
+$898K
3
+$687K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$679K
5
ANET icon
Arista Networks
ANET
+$532K

Sector Composition

1 Healthcare 18.49%
2 Technology 7.48%
3 Financials 6.62%
4 Energy 2.89%
5 Consumer Discretionary 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-5,250
1027
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-33
1028
– –
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1029
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-85
1030
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-185
1031
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1032
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-600
1033
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-49
1034
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-79
1035
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-105
1036
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-110
1037
– –
-372
1038
– –
-9
1039
– –
-68
1040
– –
-32
1041
– –
-9
1042
– –
-17
1043
– –
-49
1044
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-9
1045
– –
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1046
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1047
– –
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1048
– –
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1049
– –
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1050
– –
-659
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