CA
Crewe Advisors Portfolio holdings
AUM
$707M
1-Year Return
14.7%
This Quarter Return
-21.84%
1 Year Return
+14.7%
3 Year Return
+67.44%
5 Year Return
+91.49%
10 Year Return
–
AUM
$316M
AUM Growth
+$197M
(+167%)
Cap. Flow
+$214M
Cap. Flow
% of AUM
67.87%
Top 10 Holdings %
Top 10 Hldgs %
86.65%
Holding
239
New
5
Increased
26
Reduced
30
Closed
11
Top Buys
| 1 |
PS
Pluralsight, Inc. Class A Common Stock
PS
|
$203M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.71M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$2.53M |
| 4 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$1.44M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.39M |
Top Sells
| 1 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$1.06M |
| 2 |
Chevron
CVX
|
$687K |
| 3 |
GPT
Gramercy Property Trust
GPT
|
$487K |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$309K |
| 5 |
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% |
