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
126
$496K 0.05%
+1,972
127
$495K 0.05%
4,322
+18
128
$495K 0.05%
21,249
129
$494K 0.05%
7,546
130
$486K 0.05%
3,340
+20
131
$472K 0.05%
3,367
-187
132
$461K 0.04%
1,217
-15
133
$453K 0.04%
2,227
+102
134
$432K 0.04%
2,014
-102
135
$430K 0.04%
557
+61
136
$427K 0.04%
4,458
-5,450
137
$425K 0.04%
7,894
+677
138
$417K 0.04%
2,284
+1,514
139
$416K 0.04%
2,263
-75
140
$415K 0.04%
+856
141
$406K 0.04%
+7,061
142
$403K 0.04%
94
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143
$383K 0.04%
1,879
+683
144
$382K 0.04%
1,034
145
$365K 0.03%
1,295
+1
146
$363K 0.03%
12,722
+8,707
147
$357K 0.03%
580
-3
148
$354K 0.03%
+745
149
$354K 0.03%
3,090
-206
150
$352K 0.03%
2,596
+307
4 5
6
7 8