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
$218M
AUM Growth
-$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.08M
3
+$455K
4
XOM icon
Exxon Mobil
XOM
+$121K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$78.3K

Top Sells

1
+$6.05M
2
+$1.33M
3
+$695K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$670K
5
AAPL icon
Apple
AAPL
+$618K

Sector Composition

1 Communication Services 38.41%
2 Energy 7.87%
3 Technology 3.04%
4 Financials 2.47%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$42K 0.02%
1,000
127
$42K 0.02%
2,657
+316
128
$41K 0.02%
891
129
$40K 0.02%
766
130
$40K 0.02%
270
-14
131
$40K 0.02%
848
-4,883
132
$36K 0.02%
+935
133
$36K 0.02%
8,360
-33,440
134
$36K 0.02%
3,900
135
$36K 0.02%
870
136
$35K 0.02%
326
137
$34K 0.02%
605
-44
138
$34K 0.02%
495
139
$33K 0.02%
1,280
-80
140
$32K 0.01%
2,000
141
$31K 0.01%
789
-81
142
$30K 0.01%
278
143
$30K 0.01%
2,800
144
$29K 0.01%
245
+1
145
$29K 0.01%
242
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146
$28K 0.01%
1,087
147
$28K 0.01%
1,401
148
$27K 0.01%
180
149
$27K 0.01%
140
150
$26K 0.01%
417
4 5
6
7 8