CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$676K 0.06%
+4,168
102
$670K 0.06%
1,833
+418
103
$659K 0.06%
20,503
+350
104
$649K 0.06%
5,247
+47
105
$637K 0.06%
5,279
-135
106
$632K 0.06%
+880
107
$617K 0.06%
6,150
108
$595K 0.06%
2,570
+111
109
$594K 0.06%
11,790
+59
110
$592K 0.06%
+16,256
111
$591K 0.06%
3,039
+11
112
$583K 0.06%
7,263
+1,900
113
$574K 0.05%
3,094
+20
114
$568K 0.05%
3,288
115
$550K 0.05%
16,383
-9,120
116
$539K 0.05%
3,871
+78
117
$538K 0.05%
+2,630
118
$529K 0.05%
1,140
+154
119
$509K 0.05%
745
-9
120
$507K 0.05%
9,991
+4,457
121
$505K 0.05%
7,249
122
$503K 0.05%
3,242
-2
123
$502K 0.05%
+4,204
124
$502K 0.05%
20,239
125
$498K 0.05%
11,905
+1,111
3 4
5
6 7