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
$862M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.58M
3
+$4.2M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.46M
5
BND icon
Vanguard Total Bond Market
BND
+$3.32M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$17.1M
4
AAPL icon
Apple
AAPL
+$16.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.97M

Sector Composition

1 Healthcare 22.43%
2 Financials 7.35%
3 Consumer Discretionary 1.95%
4 Technology 1.45%
5 Industrials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$377K 0.04%
+7,924
102
$376K 0.04%
3,931
103
$366K 0.04%
2,140
-894
104
$356K 0.04%
1,724
+4
105
$355K 0.04%
10,192
106
$354K 0.04%
3,679
+24
107
$351K 0.04%
+7,869
108
$348K 0.04%
3,618
-136
109
$330K 0.04%
+2,267
110
$319K 0.04%
15,522
+142
111
$318K 0.04%
+2,908
112
$316K 0.04%
10,079
+132
113
$309K 0.04%
3,718
-1,199
114
$308K 0.04%
2,900
-900
115
$301K 0.03%
515
+22
116
$291K 0.03%
+5,955
117
$291K 0.03%
19,966
118
$290K 0.03%
+2,413
119
$290K 0.03%
+5,592
120
$286K 0.03%
3,009
121
$283K 0.03%
+4,276
122
$279K 0.03%
+3,160
123
$274K 0.03%
87
+7
124
$270K 0.03%
1,000
125
$262K 0.03%
563
+43
3 4
5
6 7