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
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$1.74M
3
+$1.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.23M
5
MSFT icon
Microsoft
MSFT
+$1.08M

Top Sells

1
+$7.01M
2
+$5.08M
3
+$1.61M
4
CVX icon
Chevron
CVX
+$1.17M
5
FIS icon
Fidelity National Information Services
FIS
+$425K

Sector Composition

1 Healthcare 25.15%
2 Technology 5.29%
3 Energy 4.13%
4 Financials 3.62%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$169K 0.04%
695
+146
152
$169K 0.04%
353
-14
153
$168K 0.04%
657
+357
154
$168K 0.04%
1,380
+92
155
$166K 0.04%
5,144
+4,180
156
$161K 0.04%
3,163
157
$160K 0.04%
3,736
+330
158
$160K 0.04%
774
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159
$160K 0.04%
578
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160
$160K 0.04%
2,424
+550
161
$158K 0.03%
+1,459
162
$156K 0.03%
1,826
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163
$155K 0.03%
5,728
+514
164
$154K 0.03%
4,958
+4,064
165
$154K 0.03%
1,305
-70
166
$153K 0.03%
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167
$151K 0.03%
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+1,297
168
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169
$148K 0.03%
2,110
170
$148K 0.03%
2,620
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171
$146K 0.03%
5,237
172
$146K 0.03%
1,061
+394
173
$145K 0.03%
1,616
+905
174
$144K 0.03%
10,444
+252
175
$140K 0.03%
+5,000
5 6
7
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