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Crewe Advisors Portfolio holdings
AUM
$1.38B
1-Year Est. Return
41.76%
This Fund
S&P 500
This Quarter
Est. Return
+5.01%
1 Year Est. Return
+41.76%
3 Year Est. Return
+96.1%
5 Year Est. Return
+98.15%
10 Year Est. Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$99.5M
Cap. Flow
% of AUM
97.42%
Top 10 Holdings %
Top 10 Hldgs %
69.52%
Holding
279
New
277
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Chevron
CVX
|
+$14.1M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$13.5M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$13M |
| 4 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$9.43M |
| 5 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$6.69M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 19.33% |
| 2 | Technology | 5.23% |
| 3 | Financials | 3.87% |
| 4 | Real Estate | 2.49% |
| 5 | Industrials | 2.15% |
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Crewe Advisors's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Crewe Advisors, which disclosed 279 positions worth $102M. Its ten largest holdings account for 70% of the portfolio.
Its largest position is Chevron: 119,041 shares worth $14.9M.
By sector, the portfolio is most concentrated in Energy at 19% of assets, followed by Technology and Financials.
- Crewe Advisors's largest Q4 2017 buy was Chevron: 119,041 shares worth $14.9M.
- Crewe Advisors's ten largest holdings make up 70% of its $102M portfolio in Q4 2017.
- Crewe Advisors disclosed 279 positions in Q4 2017, its first 13F filing on record.
Based on Crewe Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.