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
$218M
AUM Growth
-$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.08M
3
+$455K
4
XOM icon
Exxon Mobil
XOM
+$121K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$78.3K

Top Sells

1
+$6.05M
2
+$1.33M
3
+$695K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$670K
5
AAPL icon
Apple
AAPL
+$618K

Sector Composition

1 Communication Services 38.41%
2 Energy 7.87%
3 Technology 3.04%
4 Financials 2.47%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13K 0.01%
47
177
$12K 0.01%
300
-1,100
178
$11K 0.01%
400
179
$11K 0.01%
131
+124
180
$11K 0.01%
500
181
$10K ﹤0.01%
519
182
$10K ﹤0.01%
3,910
183
$10K ﹤0.01%
510
184
$9K ﹤0.01%
300
-69
185
$9K ﹤0.01%
490
186
$8K ﹤0.01%
+97
187
$8K ﹤0.01%
+75
188
$8K ﹤0.01%
58
189
$7K ﹤0.01%
106
190
$7K ﹤0.01%
120
191
$6K ﹤0.01%
510
192
$6K ﹤0.01%
108
193
$5K ﹤0.01%
250
194
$5K ﹤0.01%
158
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$5K ﹤0.01%
55
196
$4K ﹤0.01%
33
-190
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$4K ﹤0.01%
75
198
$4K ﹤0.01%
233
199
$4K ﹤0.01%
72
200
$4K ﹤0.01%
50
-69
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