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
$316M
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$203M
2
+$3.71M
3
+$2.53M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.44M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$1.06M
2
+$687K
3
+$487K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$309K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$151K

Sector Composition

1 Communication Services 64.76%
2 Energy 5.55%
3 Technology 1.7%
4 Financials 1.47%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13K ﹤0.01%
978
177
$12K ﹤0.01%
155
178
$12K ﹤0.01%
124
179
$12K ﹤0.01%
185
180
$11K ﹤0.01%
47
181
$11K ﹤0.01%
2,000
182
$11K ﹤0.01%
235
183
$10K ﹤0.01%
400
184
$10K ﹤0.01%
500
185
$9K ﹤0.01%
519
-311
186
$8K ﹤0.01%
1,000
187
$8K ﹤0.01%
100
188
$7K ﹤0.01%
250
189
$7K ﹤0.01%
300
190
$7K ﹤0.01%
490
-1,867
191
$7K ﹤0.01%
122
192
$6K ﹤0.01%
258
-875
193
$6K ﹤0.01%
58
194
$6K ﹤0.01%
106
195
$6K ﹤0.01%
151
+4
196
$5K ﹤0.01%
90
197
$5K ﹤0.01%
109
198
$5K ﹤0.01%
250
199
$5K ﹤0.01%
120
200
$5K ﹤0.01%
50
6 7
8
9 10