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
$318M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$415K
3
+$171K
4
MA icon
Mastercard
MA
+$120K
5
BKNG icon
Booking.com
BKNG
+$119K

Top Sells

1
+$76.2M
2
+$1.96M
3
+$1.59M
4
ESS icon
Essex Property Trust
ESS
+$824K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$796K

Sector Composition

1 Communication Services 62.8%
2 Energy 6.53%
3 Technology 1.71%
4 Financials 1.64%
5 Consumer Discretionary 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$46K 0.01%
3,900
127
$42K 0.01%
222
+2
128
$41K 0.01%
1,050
129
$40K 0.01%
745
+535
130
$40K 0.01%
134
131
$38K 0.01%
766
132
$38K 0.01%
475
133
$38K 0.01%
1,250
134
$38K 0.01%
+318
135
$38K 0.01%
8,360
-6,000
136
$35K 0.01%
326
137
$32K 0.01%
75
138
$31K 0.01%
605
139
$31K 0.01%
+752
140
$31K 0.01%
3,600
141
$30K 0.01%
213
+13
142
$30K 0.01%
1,401
143
$29K 0.01%
180
144
$29K 0.01%
3,910
145
$27K 0.01%
243
+1
146
$27K 0.01%
417
147
$27K 0.01%
1,200
148
$27K 0.01%
300
149
$26K 0.01%
278
150
$26K 0.01%
810
+21
4 5
6
7 8