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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.8M
3
+$13.3M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$9.43M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.86M

Top Sells

No sells this quarter

Sector Composition

1 Energy 19.33%
2 Technology 5.23%
3 Financials 3.87%
4 Real Estate 2.49%
5 Industrials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$34K 0.03%
+526
152
$34K 0.03%
+212
153
$34K 0.03%
+1,250
154
$33K 0.03%
+241
155
$33K 0.03%
+300
156
$31K 0.03%
+2,240
157
$31K 0.03%
+2,001
158
$31K 0.03%
+260
159
$31K 0.03%
+1,401
160
$30K 0.03%
+282
161
$29K 0.03%
+274
162
$29K 0.03%
+185
163
$29K 0.03%
+151
164
$29K 0.03%
+278
165
$29K 0.03%
+200
166
$28K 0.03%
+503
167
$28K 0.03%
+1,133
168
$27K 0.03%
+154
169
$27K 0.03%
+511
170
$27K 0.03%
+1,000
171
$26K 0.03%
+1,266
172
$26K 0.03%
+403
173
$26K 0.03%
+789
174
$26K 0.03%
+140
175
$25K 0.02%
+534
5 6
7
8 9