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
$218M
AUM Growth
-$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.08M
3
+$455K
4
XOM icon
Exxon Mobil
XOM
+$121K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$78.3K

Top Sells

1
+$6.05M
2
+$1.33M
3
+$695K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$670K
5
AAPL icon
Apple
AAPL
+$618K

Sector Composition

1 Communication Services 38.41%
2 Energy 7.87%
3 Technology 3.04%
4 Financials 2.47%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$68K 0.03%
598
102
$67K 0.03%
427
103
$63K 0.03%
575
104
$62K 0.03%
1,000
105
$61K 0.03%
799
106
$60K 0.03%
+241
107
$59K 0.03%
+2,500
108
$58K 0.03%
400
+316
109
$57K 0.03%
1,613
110
$57K 0.03%
2,000
-2,834
111
$56K 0.03%
1,009
112
$55K 0.03%
614
-123
113
$54K 0.02%
500
114
$53K 0.02%
835
-5,010
115
$53K 0.02%
2,000
116
$53K 0.02%
720
117
$52K 0.02%
134
118
$51K 0.02%
1,043
-1,042
119
$50K 0.02%
400
120
$49K 0.02%
440
121
$46K 0.02%
1,870
+1,000
122
$45K 0.02%
498
123
$44K 0.02%
1,077
124
$43K 0.02%
220
-24
125
$42K 0.02%
475
-66
3 4
5
6 7