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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.8M
3
+$13.3M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$9.43M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.86M

Top Sells

No sells this quarter

Sector Composition

1 Energy 19.33%
2 Technology 5.23%
3 Financials 3.87%
4 Real Estate 2.49%
5 Industrials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$67K 0.07%
+1,748
102
$66K 0.06%
+483
103
$64K 0.06%
+1,052
104
$62K 0.06%
+1,751
105
$61K 0.06%
+575
106
$59K 0.06%
+817
107
$56K 0.05%
+598
108
$54K 0.05%
+516
109
$53K 0.05%
+455
110
$53K 0.05%
+425
111
$53K 0.05%
+347
112
$53K 0.05%
+3,900
113
$53K 0.05%
+305
114
$52K 0.05%
+1,151
115
$51K 0.05%
+1,077
116
$51K 0.05%
+2,357
117
$51K 0.05%
+918
118
$50K 0.05%
+1,320
119
$48K 0.05%
+799
120
$48K 0.05%
+1,000
121
$48K 0.05%
+356
122
$48K 0.05%
+574
123
$47K 0.05%
+250
124
$47K 0.05%
+720
125
$46K 0.05%
+741
3 4
5
6 7