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
$892M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$3.4M
3
+$3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.35M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.68M

Top Sells

1
+$1.65M
2
+$950K
3
+$689K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$682K
5
ANET icon
Arista Networks
ANET
+$627K

Sector Composition

1 Healthcare 18.49%
2 Technology 7.48%
3 Financials 6.62%
4 Energy 2.89%
5 Consumer Discretionary 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$198K 0.02%
12,194
177
$197K 0.02%
452
-5
178
$196K 0.02%
1,409
+121
179
$195K 0.02%
11,500
+870
180
$193K 0.02%
8,844
181
$192K 0.02%
7,200
182
$186K 0.02%
3,625
183
$181K 0.02%
2,219
184
$178K 0.02%
4,571
+1,077
185
$176K 0.02%
4,640
186
$175K 0.02%
2,407
-438
187
$173K 0.02%
1,460
-104
188
$172K 0.02%
694
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189
$170K 0.02%
9,000
190
$170K 0.02%
8,871
-383
191
$169K 0.02%
1,504
192
$169K 0.02%
2,170
+213
193
$169K 0.02%
1,678
-3,057
194
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1,406
195
$165K 0.02%
371
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196
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1,440
-88
197
$163K 0.02%
2,559
-207
198
$163K 0.02%
1,200
199
$161K 0.02%
608
200
$158K 0.02%
570
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8
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