CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$725M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$27.2M
3
+$21.2M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$15.9M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.52M

Top Sells

1
+$158M
2
+$35.1M
3
+$22.9M
4
CGUS icon
Capital Group Core Equity ETF
CGUS
+$2.13M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.08M

Sector Composition

1 Financials 8.29%
2 Technology 5.05%
3 Consumer Discretionary 3.18%
4 Healthcare 3.1%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$180K 0.02%
3,082
+1,013
152
$179K 0.02%
4,736
153
$179K 0.02%
9,174
154
$178K 0.02%
311
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155
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156
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416
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158
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165
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166
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172
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174
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175
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