CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.1M
3
+$657K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$656K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$449K

Top Sells

1
+$23M
2
+$2.3M
3
+$870K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$707K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$574K

Sector Composition

1 Communication Services 31.08%
2 Energy 5.82%
3 Technology 4.38%
4 Financials 2.47%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6K ﹤0.01%
+66
177
$6K ﹤0.01%
+50
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$6K ﹤0.01%
+24
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185
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186
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187
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189
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190
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191
$4K ﹤0.01%
+28
192
$4K ﹤0.01%
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195
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+47
196
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27
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98
198
$3K ﹤0.01%
+100
199
$3K ﹤0.01%
+198
200
$3K ﹤0.01%
+101
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