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
$862M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.58M
3
+$4.2M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.46M
5
BND icon
Vanguard Total Bond Market
BND
+$3.32M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$17.1M
4
AAPL icon
Apple
AAPL
+$16.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.97M

Sector Composition

1 Healthcare 22.43%
2 Financials 7.35%
3 Consumer Discretionary 1.95%
4 Technology 1.45%
5 Industrials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$186K 0.02%
773
152
$185K 0.02%
2,580
+21
153
$185K 0.02%
572
+2
154
$183K 0.02%
9,000
155
$182K 0.02%
+9,174
156
$182K 0.02%
4,582
+196
157
$182K 0.02%
371
158
$180K 0.02%
1,504
159
$180K 0.02%
+1,732
160
$179K 0.02%
4,845
-420
161
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710
162
$176K 0.02%
5,321
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163
$171K 0.02%
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-45
164
$171K 0.02%
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+7
165
$170K 0.02%
1,685
+7
166
$170K 0.02%
2,257
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167
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960
168
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169
$167K 0.02%
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170
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590
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171
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-10
172
$162K 0.02%
851
173
$160K 0.02%
323
+1
174
$159K 0.02%
1,400
175
$158K 0.02%
1,875
5 6
7
8 9