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
-$148K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$457K
3
+$297K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$293K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$280K

Top Sells

1
+$622K
2
+$372K
3
+$168K
4
PGX icon
Invesco Preferred ETF
PGX
+$135K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$85K

Sector Composition

1 Energy 19.2%
2 Technology 5.64%
3 Financials 4.12%
4 Industrials 2.08%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$23K 0.02%
150
177
$22K 0.02%
550
178
$22K 0.02%
376
179
$22K 0.02%
+150
180
$21K 0.02%
+380
181
$21K 0.02%
300
182
$21K 0.02%
+178
183
$21K 0.02%
375
-1,336
184
$20K 0.02%
700
185
$19K 0.02%
+513
186
$19K 0.02%
350
-1,056
187
$19K 0.02%
630
188
$19K 0.02%
300
-10
189
$19K 0.02%
357
190
$19K 0.02%
1,000
191
$18K 0.02%
+106
192
$18K 0.02%
344
193
$18K 0.02%
+380
194
$18K 0.02%
1,500
195
$17K 0.02%
978
196
$17K 0.02%
+305
197
$17K 0.02%
218
-50
198
$17K 0.02%
184
199
$17K 0.02%
160
200
$16K 0.02%
465
6 7
8
9 10