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
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$270K 0.03%
640
+115
177
$266K 0.03%
+1,319
178
$264K 0.03%
3,498
-137
179
$263K 0.03%
7,083
-30
180
$263K 0.03%
1,871
-220
181
$262K 0.03%
1,724
+19
182
$259K 0.02%
2,576
-65
183
$250K 0.02%
1,213
-28
184
$250K 0.02%
1,197
+481
185
$246K 0.02%
7,698
+231
186
$243K 0.02%
3,186
-305
187
$241K 0.02%
5,169
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188
$240K 0.02%
7,630
+5,771
189
$231K 0.02%
2,580
+16
190
$229K 0.02%
4,051
+101
191
$228K 0.02%
8,843
192
$226K 0.02%
1,603
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193
$224K 0.02%
650
-37
194
$224K 0.02%
7,200
195
$221K 0.02%
+5,599
196
$220K 0.02%
1,710
-123
197
$219K 0.02%
8,322
198
$217K 0.02%
684
+147
199
$214K 0.02%
1,150
-2,763
200
$214K 0.02%
4,280
6 7
8
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