CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$707M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$21.5M
3
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
+$104M
2
+$21.2M
3
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$284K 0.04%
2,128
+1,237
127
$281K 0.04%
5,534
+3,717
128
$278K 0.04%
9,292
-1,016
129
$278K 0.04%
1,018
-92
130
$276K 0.04%
2,091
-318
131
$271K 0.04%
2,111
132
$266K 0.04%
2,641
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133
$253K 0.04%
1,705
+3
134
$252K 0.04%
3,635
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135
$243K 0.03%
1,241
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136
$241K 0.03%
7,113
+59
137
$233K 0.03%
329
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138
$232K 0.03%
1,196
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139
$230K 0.03%
7,200
140
$229K 0.03%
2,564
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141
$227K 0.03%
797
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142
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5,011
143
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8,322
144
$218K 0.03%
7,467
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145
$214K 0.03%
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146
$212K 0.03%
8,843
147
$210K 0.03%
1,002
148
$210K 0.03%
4,280
149
$205K 0.03%
3,950
150
$202K 0.03%
437
+22
4 5
6
7 8