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
$707M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$21.5M
3
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
+$104M
2
+$21.2M
3
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$167K 0.02%
6,785
+2,525
177
$166K 0.02%
537
+2
178
$165K 0.02%
+3,030
179
$159K 0.02%
3,009
180
$157K 0.02%
1,563
181
$154K 0.02%
2,183
+558
182
$154K 0.02%
1,420
183
$152K 0.02%
1,771
+901
184
$145K 0.02%
7,000
185
$143K 0.02%
1,756
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186
$141K 0.02%
2,000
187
$140K 0.02%
3,300
-2,270
188
$140K 0.02%
716
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189
$138K 0.02%
5,089
190
$137K 0.02%
424
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191
$136K 0.02%
1,380
192
$134K 0.02%
1,357
193
$134K 0.02%
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194
$132K 0.02%
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195
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600
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196
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3,093
197
$124K 0.02%
936
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198
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505
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199
$120K 0.02%
3,977
+284
200
$119K 0.02%
219
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