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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.8M
3
+$13.3M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$9.43M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.86M

Top Sells

No sells this quarter

Sector Composition

1 Energy 19.33%
2 Technology 5.23%
3 Financials 3.87%
4 Real Estate 2.49%
5 Industrials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16K 0.02%
+311
202
$16K 0.02%
+150
203
$16K 0.02%
+200
204
$16K 0.02%
+510
205
$14K 0.01%
+164
206
$14K 0.01%
+425
207
$14K 0.01%
+124
208
$13K 0.01%
+250
209
$13K 0.01%
+604
210
$13K 0.01%
+235
211
$13K 0.01%
+500
212
$13K 0.01%
+304
213
$12K 0.01%
+160
214
$12K 0.01%
+866
215
$11K 0.01%
+155
216
$11K 0.01%
+160
217
$11K 0.01%
+344
218
$11K 0.01%
+185
219
$10K 0.01%
+100
220
$10K 0.01%
+104
221
$10K 0.01%
+1,000
222
$10K 0.01%
+250
223
$8K 0.01%
+294
224
$8K 0.01%
+172
225
$8K 0.01%
+120
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9
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