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
-$148K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$457K
3
+$297K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$293K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$280K

Top Sells

1
+$622K
2
+$372K
3
+$168K
4
PGX icon
Invesco Preferred ETF
PGX
+$135K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$85K

Sector Composition

1 Energy 19.2%
2 Technology 5.64%
3 Financials 4.12%
4 Industrials 2.08%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$31K 0.03%
356
+300
152
$31K 0.03%
700
153
$31K 0.03%
151
154
$30K 0.03%
241
155
$30K 0.03%
140
156
$29K 0.03%
180
-32
157
$29K 0.03%
491
-12
158
$29K 0.03%
1,133
159
$29K 0.03%
300
160
$28K 0.03%
282
161
$28K 0.03%
506
-20
162
$27K 0.03%
200
163
$27K 0.03%
112
+28
164
$27K 0.03%
245
-135
165
$27K 0.03%
2,001
166
$26K 0.03%
274
167
$26K 0.03%
185
168
$26K 0.03%
511
169
$26K 0.03%
952
-2,441
170
$25K 0.02%
605
171
$24K 0.02%
+420
172
$24K 0.02%
142
+61
173
$24K 0.02%
1,266
174
$24K 0.02%
830
175
$24K 0.02%
1,500
-48
5 6
7
8 9