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
$308M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.72M
3
+$2.46M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.13M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.75M

Top Sells

1
+$30.6M
2
+$2.42M
3
+$448K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$434K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$196K

Sector Composition

1 Communication Services 52.55%
2 Energy 6.01%
3 Technology 2.84%
4 Financials 2.32%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$24K 0.01%
140
177
$23K 0.01%
1,200
178
$23K 0.01%
1,266
179
$23K 0.01%
3,600
180
$23K 0.01%
290
+247
181
$23K 0.01%
+189
182
$22K 0.01%
+870
183
$22K 0.01%
375
184
$22K 0.01%
+377
185
$21K 0.01%
168
186
$21K 0.01%
1,000
187
$21K 0.01%
+1,296
188
$20K 0.01%
324
189
$19K 0.01%
1,527
190
$19K 0.01%
813
191
$19K 0.01%
978
192
$19K 0.01%
123
193
$18K 0.01%
160
194
$17K 0.01%
200
195
$16K 0.01%
+1,650
196
$16K 0.01%
191
197
$16K 0.01%
+236
198
$15K ﹤0.01%
413
-80
199
$14K ﹤0.01%
84
200
$14K ﹤0.01%
124
6 7
8
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