CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$351K 0.03%
441
+112
152
$351K 0.03%
+2,206
153
$345K 0.03%
+7,657
154
$343K 0.03%
3,549
155
$340K 0.03%
5,796
+65
156
$332K 0.03%
677
+673
157
$326K 0.03%
980
+7
158
$325K 0.03%
9,441
+149
159
$324K 0.03%
+37,744
160
$312K 0.03%
6,545
+4,072
161
$311K 0.03%
1,002
162
$304K 0.03%
+10,550
163
$304K 0.03%
11,918
-1,401
164
$303K 0.03%
1,530
+230
165
$299K 0.03%
11,115
-382
166
$299K 0.03%
+2,943
167
$298K 0.03%
6,350
168
$294K 0.03%
6,650
169
$292K 0.03%
2,111
170
$288K 0.03%
2,082
+2,079
171
$287K 0.03%
1,513
-116
172
$284K 0.03%
4,146
-2,061
173
$283K 0.03%
1,193
+175
174
$278K 0.03%
+3,318
175
$271K 0.03%
1,226
-44
5 6
7
8 9