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
$862M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.58M
3
+$4.2M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.46M
5
BND icon
Vanguard Total Bond Market
BND
+$3.32M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$17.1M
4
AAPL icon
Apple
AAPL
+$16.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.97M

Sector Composition

1 Healthcare 22.43%
2 Financials 7.35%
3 Consumer Discretionary 1.95%
4 Technology 1.45%
5 Industrials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$156K 0.02%
150
+20
177
$153K 0.02%
885
-25
178
$152K 0.02%
1,126
-71
179
$152K 0.02%
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+158
180
$152K 0.02%
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181
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721
+6
182
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1,993
+16
183
$146K 0.02%
2,547
-99
184
$144K 0.02%
+1,626
185
$142K 0.02%
5,000
186
$140K 0.02%
3,830
187
$140K 0.02%
1,675
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188
$139K 0.02%
707
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189
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694
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190
$137K 0.02%
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191
$137K 0.02%
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192
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193
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196
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197
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452
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198
$126K 0.01%
2,069
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199
$126K 0.01%
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200
$124K 0.01%
1,380
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