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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.8M
3
+$13.3M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$9.43M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.86M

Top Sells

No sells this quarter

Sector Composition

1 Energy 19.33%
2 Technology 5.23%
3 Financials 3.87%
4 Real Estate 2.49%
5 Industrials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$25K 0.02%
+268
177
$25K 0.02%
+7,000
178
$24K 0.02%
+605
179
$24K 0.02%
+830
180
$24K 0.02%
+550
181
$24K 0.02%
+1,000
182
$23K 0.02%
+150
183
$23K 0.02%
+1,548
184
$23K 0.02%
+1,500
185
$22K 0.02%
+310
186
$22K 0.02%
+376
187
$22K 0.02%
+700
188
$21K 0.02%
+300
189
$21K 0.02%
+84
190
$21K 0.02%
+463
191
$20K 0.02%
+978
192
$19K 0.02%
+630
193
$19K 0.02%
+995
194
$19K 0.02%
+357
195
$19K 0.02%
+344
196
$18K 0.02%
+331
197
$17K 0.02%
+465
198
$17K 0.02%
+184
199
$17K 0.02%
+160
200
$16K 0.02%
+81
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