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

Top Buys

1
+$13.5M
2
+$7.19M
3
+$6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.86M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.85M

Top Sells

1
+$3.75M
2
+$3.16M
3
+$1.94M
4
AMD icon
Advanced Micro Devices
AMD
+$1.54M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.02M

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
1176
– –
-112
1177
– –
-285
1178
– –
-1,500
1179
– –
-38
1180
– –
-14
1181
– –
-364
1182
– –
-168
1183
– –
-205
1184
– –
-279
1185
– –
-86
1186
– –
-56
1187
– –
-123
1188
– –
-80
1189
– –
-243
1190
– –
-98
1191
– –
-280
1192
– –
-95
1193
– –
-421
1194
– –
-246
1195
– –
-14
1196
– –
-77
1197
– –
-92
1198
– –
-26
1199
– –
-133
1200
– –
-1,244
46 47
48
49 50