CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$6.89M
3
+$2.88M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.55M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.46M

Top Sells

1
+$32.6M
2
+$870K
3
+$159K
4
XOM icon
Exxon Mobil
XOM
+$110K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$80.9K

Sector Composition

1 Communication Services 13.68%
2 Healthcare 10.97%
3 Technology 4.82%
4 Energy 4.16%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$28K 0.01%
1,316
177
$28K 0.01%
377
178
$27K 0.01%
1,556
179
$27K 0.01%
529
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180
$27K 0.01%
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181
$27K 0.01%
878
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182
$26K 0.01%
515
183
$26K 0.01%
540
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184
$26K 0.01%
110
185
$26K 0.01%
299
186
$25K 0.01%
192
187
$25K 0.01%
8,074
188
$25K 0.01%
300
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189
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190
$24K 0.01%
88
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191
$24K 0.01%
358
192
$24K 0.01%
72
193
$23K 0.01%
+1,500
194
$22K 0.01%
360
195
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196
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198
$21K 0.01%
59
199
$21K 0.01%
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200
$21K 0.01%
148
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