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
$892M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$3.4M
3
+$3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.35M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.68M

Top Sells

1
+$1.65M
2
+$950K
3
+$689K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$682K
5
ANET icon
Arista Networks
ANET
+$627K

Sector Composition

1 Healthcare 18.49%
2 Technology 7.48%
3 Financials 6.62%
4 Energy 2.89%
5 Consumer Discretionary 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$519K 0.06%
2,020
+29
102
$517K 0.06%
3,253
-732
103
$514K 0.06%
3,034
-124
104
$511K 0.06%
2,319
+216
105
$510K 0.06%
3,091
+1,571
106
$509K 0.06%
774
-3
107
$509K 0.06%
24,267
108
$508K 0.06%
3,992
109
$507K 0.06%
5,218
110
$488K 0.05%
3,945
-2,219
111
$472K 0.05%
2,425
-113
112
$452K 0.05%
1,446
-39
113
$450K 0.05%
11,308
+1,070
114
$442K 0.05%
9,150
115
$434K 0.05%
9,145
+454
116
$433K 0.05%
970
+61
117
$415K 0.05%
1,061
118
$411K 0.05%
10,794
119
$410K 0.05%
14,656
-94
120
$406K 0.05%
2,471
121
$401K 0.05%
4,917
+3,391
122
$397K 0.04%
3,800
123
$394K 0.04%
9,494
+533
124
$381K 0.04%
1,121
-17
125
$375K 0.04%
7,546
3 4
5
6 7