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
$707M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$21.5M
3
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
+$104M
2
+$21.2M
3
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$200K 0.03%
2,414
152
$196K 0.03%
4,640
153
$194K 0.03%
+4,187
154
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155
$192K 0.03%
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156
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3,019
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157
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2,540
158
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159
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-15
160
$181K 0.03%
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161
$180K 0.03%
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162
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163
$178K 0.03%
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164
$178K 0.03%
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165
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166
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333
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167
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170
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173
$169K 0.02%
2,100
174
$169K 0.02%
15,671
+7,835
175
$169K 0.02%
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