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
$318M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$415K
3
+$171K
4
MA icon
Mastercard
MA
+$120K
5
BKNG icon
Booking.com
BKNG
+$119K

Top Sells

1
+$76.2M
2
+$1.96M
3
+$1.59M
4
ESS icon
Essex Property Trust
ESS
+$824K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$796K

Sector Composition

1 Communication Services 62.8%
2 Energy 6.53%
3 Technology 1.71%
4 Financials 1.64%
5 Consumer Discretionary 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$25K 0.01%
+1,582
152
$25K 0.01%
183
153
$25K 0.01%
140
154
$24K 0.01%
+1,000
155
$22K 0.01%
324
+13
156
$22K 0.01%
185
157
$22K 0.01%
2,000
158
$21K 0.01%
168
159
$21K 0.01%
1,266
160
$21K 0.01%
375
161
$20K 0.01%
+1,527
162
$20K 0.01%
+813
163
$19K 0.01%
123
164
$17K 0.01%
200
165
$17K 0.01%
300
166
$17K 0.01%
493
-46,121
167
$17K 0.01%
160
168
$16K 0.01%
191
+7
169
$15K ﹤0.01%
84
170
$15K ﹤0.01%
124
171
$14K ﹤0.01%
978
172
$14K ﹤0.01%
185
173
$14K ﹤0.01%
264
174
$12K ﹤0.01%
519
175
$12K ﹤0.01%
250
+15
5 6
7
8 9