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
$316M
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$203M
2
+$3.71M
3
+$2.53M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.44M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$1.06M
2
+$687K
3
+$487K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$309K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$151K

Sector Composition

1 Communication Services 64.76%
2 Energy 5.55%
3 Technology 1.7%
4 Financials 1.47%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$25K 0.01%
3,600
152
$25K 0.01%
+100
153
$24K 0.01%
789
-705
154
$23K 0.01%
278
155
$23K 0.01%
242
+1
156
$23K 0.01%
183
157
$21K 0.01%
1,200
158
$21K 0.01%
140
159
$20K 0.01%
185
160
$20K 0.01%
300
161
$19K 0.01%
311
162
$19K 0.01%
168
163
$19K 0.01%
375
164
$18K 0.01%
1,266
165
$16K 0.01%
300
166
$16K 0.01%
123
167
$16K 0.01%
160
168
$15K ﹤0.01%
200
169
$15K ﹤0.01%
300
170
$15K ﹤0.01%
150
-100
171
$14K ﹤0.01%
100
-50
172
$14K ﹤0.01%
210
+100
173
$14K ﹤0.01%
84
174
$14K ﹤0.01%
184
175
$13K ﹤0.01%
264
5 6
7
8 9