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
$218M
AUM Growth
-$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.08M
3
+$455K
4
XOM icon
Exxon Mobil
XOM
+$121K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$78.3K

Top Sells

1
+$6.05M
2
+$1.33M
3
+$695K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$670K
5
AAPL icon
Apple
AAPL
+$618K

Sector Composition

1 Communication Services 38.41%
2 Energy 7.87%
3 Technology 3.04%
4 Financials 2.47%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$25K 0.01%
185
152
$25K 0.01%
+900
153
$24K 0.01%
196
-23
154
$23K 0.01%
261
-2,702
155
$23K 0.01%
300
156
$22K 0.01%
168
157
$22K 0.01%
375
158
$20K 0.01%
978
159
$20K 0.01%
123
160
$19K 0.01%
200
161
$19K 0.01%
1,200
162
$19K 0.01%
1,000
163
$19K 0.01%
1,650
164
$18K 0.01%
311
-13
165
$18K 0.01%
160
166
$17K 0.01%
100
+86
167
$16K 0.01%
3,600
168
$16K 0.01%
184
-7
169
$16K 0.01%
124
170
$16K 0.01%
+237
171
$15K 0.01%
413
172
$14K 0.01%
264
173
$14K 0.01%
+112
174
$14K 0.01%
185
175
$13K 0.01%
235
-15
5 6
7
8 9