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
$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
1101
$1K ﹤0.01%
+27
1102
$1K ﹤0.01%
+29
1103
$1K ﹤0.01%
+175
1104
$1K ﹤0.01%
+172
1105
$1K ﹤0.01%
+44
1106
$1K ﹤0.01%
+824
1107
$1K ﹤0.01%
+298
1108
$1K ﹤0.01%
+203
1109
$1K ﹤0.01%
+255
1110
$1K ﹤0.01%
40
1111
$1K ﹤0.01%
+19
1112
$1K ﹤0.01%
+262
1113
$1K ﹤0.01%
+25
1114
$1K ﹤0.01%
+112
1115
$1K ﹤0.01%
+295
1116
$1K ﹤0.01%
+106
1117
$1K ﹤0.01%
+282
1118
$1K ﹤0.01%
+17
1119
$1K ﹤0.01%
20
1120
$1K ﹤0.01%
+12
1121
$1K ﹤0.01%
12
1122
$1K ﹤0.01%
+391
1123
$1K ﹤0.01%
50
1124
$1K ﹤0.01%
+36
1125
$1K ﹤0.01%
+17
43 44
45
46 47