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
$630M
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,346
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.35M
3
+$6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.88M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.87M

Top Sells

1
+$3.59M
2
+$3.47M
3
+$1.95M
4
AMD icon
Advanced Micro Devices
AMD
+$1.57M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$985K

Sector Composition

1 Healthcare 21.68%
2 Financials 7.07%
3 Technology 4.8%
4 Energy 3.71%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
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1102
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1103
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1104
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0
1105
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1106
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1107
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-300
1108
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-40
1109
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1110
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1111
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-250
1112
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1113
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1114
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-560
1115
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-50
1116
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1117
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-399
1118
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1119
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1120
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1121
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1122
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1123
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1124
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-16
1125
– –
-98
43 44
45
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