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
$250M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$8.32M
3
+$3.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.5M

Top Sells

1
+$38.2M
2
+$998K
3
+$168K
4
XOM icon
Exxon Mobil
XOM
+$121K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$86K

Sector Composition

1 Communication Services 13.68%
2 Healthcare 10.97%
3 Technology 4.82%
4 Energy 4.16%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$87K 0.03%
385
102
$86K 0.03%
399
-44
103
$82K 0.03%
1,827
-211
104
$82K 0.03%
1,389
-138
105
$78K 0.03%
1,673
+354
106
$76K 0.03%
2,020
107
$74K 0.03%
2,026
108
$74K 0.03%
355
-24
109
$72K 0.03%
1,801
+471
110
$72K 0.03%
1,491
+105
111
$71K 0.03%
4,869
+1,291
112
$71K 0.03%
+675
113
$71K 0.03%
1,669
114
$71K 0.03%
1,705
-111
115
$70K 0.03%
540
+14
116
$70K 0.03%
1,133
117
$68K 0.03%
720
118
$66K 0.03%
983
-75
119
$64K 0.03%
440
-29
120
$64K 0.03%
429
-38
121
$63K 0.03%
125
+12
122
$62K 0.02%
598
-17
123
$62K 0.02%
608
124
$62K 0.02%
176
-25
125
$61K 0.02%
1,500
3 4
5
6 7