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
$316M
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$203M
2
+$3.71M
3
+$2.53M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.44M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$1.06M
2
+$687K
3
+$487K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$309K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$151K

Sector Composition

1 Communication Services 64.76%
2 Energy 5.55%
3 Technology 1.7%
4 Financials 1.47%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$40K 0.01%
720
127
$40K 0.01%
233
128
$38K 0.01%
260
129
$38K 0.01%
1,200
-300
130
$37K 0.01%
1,808
131
$37K 0.01%
400
132
$35K 0.01%
766
133
$35K 0.01%
134
134
$34K 0.01%
1,760
135
$34K 0.01%
1,536
136
$33K 0.01%
326
137
$32K 0.01%
1,250
138
$31K 0.01%
280
+100
139
$31K 0.01%
700
140
$30K 0.01%
3,910
141
$29K 0.01%
475
142
$29K 0.01%
75
143
$29K 0.01%
2,240
144
$29K 0.01%
260
145
$28K 0.01%
1,401
146
$28K 0.01%
605
147
$28K 0.01%
245
148
$26K 0.01%
200
149
$26K 0.01%
417
-400
150
$25K 0.01%
180
4 5
6
7 8