CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$8.95M
3
+$2.83M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.1M

Top Sells

1
+$7.59M
2
+$5.27M
3
+$4.56M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$872K

Sector Composition

1 Financials 8.55%
2 Technology 4.36%
3 Healthcare 2.88%
4 Consumer Discretionary 2.35%
5 Energy 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$359K 0.05%
7,217
-7,200
102
$348K 0.05%
10,308
+143
103
$342K 0.05%
7,316
+6,814
104
$334K 0.05%
496
+11
105
$333K 0.05%
1,949
-189
106
$332K 0.05%
13,103
-114
107
$327K 0.05%
5,658
+65
108
$323K 0.05%
3,269
-249
109
$317K 0.04%
3,411
-600
110
$311K 0.04%
15,736
-122
111
$298K 0.04%
1,110
-92
112
$297K 0.04%
78
113
$291K 0.04%
6,650
-4,781
114
$290K 0.04%
1,539
+75
115
$285K 0.04%
1,231
+11
116
$282K 0.04%
1,628
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117
$278K 0.04%
3,264
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118
$275K 0.04%
2,289
-353
119
$271K 0.04%
1,588
+301
120
$268K 0.04%
1,702
121
$266K 0.04%
866
+431
122
$260K 0.04%
2,785
-2,473
123
$260K 0.04%
1,229
+4
124
$255K 0.04%
7,054
+15
125
$253K 0.04%
933
3 4
5
6 7