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
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$1.74M
3
+$1.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.23M
5
MSFT icon
Microsoft
MSFT
+$1.08M

Top Sells

1
+$7.01M
2
+$5.08M
3
+$1.61M
4
CVX icon
Chevron
CVX
+$1.17M
5
FIS icon
Fidelity National Information Services
FIS
+$425K

Sector Composition

1 Healthcare 25.15%
2 Technology 5.29%
3 Energy 4.13%
4 Financials 3.62%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$264K 0.06%
9,325
+17
102
$264K 0.06%
3,784
+595
103
$263K 0.06%
4,360
+2,360
104
$251K 0.06%
5,679
+556
105
$249K 0.06%
14,825
-1,400
106
$249K 0.06%
11,898
+1,404
107
$247K 0.05%
3,009
108
$245K 0.05%
114
+27
109
$245K 0.05%
1,094
+435
110
$243K 0.05%
2,385
-468
111
$243K 0.05%
3,197
+699
112
$242K 0.05%
786
113
$240K 0.05%
1,074
+204
114
$236K 0.05%
549
+51
115
$232K 0.05%
14,722
+510
116
$231K 0.05%
2,892
+687
117
$231K 0.05%
3,917
+40
118
$223K 0.05%
+1,119
119
$219K 0.05%
1,431
+1,331
120
$216K 0.05%
1,987
+1,232
121
$214K 0.05%
1,221
+494
122
$213K 0.05%
4,633
+1,033
123
$208K 0.05%
7,893
124
$207K 0.05%
1,206
+767
125
$204K 0.05%
1,327
+581
3 4
5
6 7