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
$316M
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$203M
2
+$3.71M
3
+$2.53M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.44M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$1.06M
2
+$687K
3
+$487K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$309K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$151K

Sector Composition

1 Communication Services 64.76%
2 Energy 5.55%
3 Technology 1.7%
4 Financials 1.47%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$59K 0.02%
1,513
-527
102
$58K 0.02%
328
103
$58K 0.02%
104,171
104
$56K 0.02%
598
105
$56K 0.02%
3,900
106
$54K 0.02%
427
107
$54K 0.02%
836
+3
108
$53K 0.02%
614
-119
109
$51K 0.02%
440
110
$50K 0.02%
799
111
$49K 0.02%
220
112
$49K 0.02%
918
113
$49K 0.02%
500
114
$48K 0.02%
14,360
-9,440
115
$46K 0.01%
445
116
$45K 0.01%
200
117
$45K 0.01%
350
+150
118
$44K 0.01%
1,000
119
$43K 0.01%
220
120
$43K 0.01%
476
121
$42K 0.01%
1,077
122
$42K 0.01%
492
123
$41K 0.01%
153
+14
124
$41K 0.01%
650
125
$41K 0.01%
1,050
3 4
5
6 7