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
$318M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$415K
3
+$171K
4
MA icon
Mastercard
MA
+$120K
5
BKNG icon
Booking.com
BKNG
+$119K

Top Sells

1
+$76.2M
2
+$1.96M
3
+$1.59M
4
ESS icon
Essex Property Trust
ESS
+$824K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$796K

Sector Composition

1 Communication Services 62.8%
2 Energy 6.53%
3 Technology 1.71%
4 Financials 1.64%
5 Consumer Discretionary 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12K ﹤0.01%
47
177
$11K ﹤0.01%
1,000
178
$11K ﹤0.01%
400
179
$11K ﹤0.01%
+263
180
$10K ﹤0.01%
+246
181
$10K ﹤0.01%
369
+69
182
$10K ﹤0.01%
+87
183
$10K ﹤0.01%
+135
184
$9K ﹤0.01%
510
-1,250
185
$9K ﹤0.01%
500
186
$8K ﹤0.01%
58
187
$8K ﹤0.01%
122
188
$7K ﹤0.01%
250
189
$7K ﹤0.01%
106
190
$7K ﹤0.01%
490
191
$7K ﹤0.01%
120
192
$6K ﹤0.01%
90
193
$6K ﹤0.01%
+55
194
$5K ﹤0.01%
+108
195
$5K ﹤0.01%
158
196
$5K ﹤0.01%
109
197
$4K ﹤0.01%
23
-77
198
$4K ﹤0.01%
132
199
$4K ﹤0.01%
+326
200
$4K ﹤0.01%
+223
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