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
-$148K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$457K
3
+$297K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$293K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$280K

Top Sells

1
+$622K
2
+$372K
3
+$168K
4
PGX icon
Invesco Preferred ETF
PGX
+$135K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$85K

Sector Composition

1 Energy 19.2%
2 Technology 5.64%
3 Financials 4.12%
4 Industrials 2.08%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16K 0.02%
150
202
$16K 0.02%
331
203
$16K 0.02%
185
204
$15K 0.01%
200
205
$15K 0.01%
+200
206
$14K 0.01%
318
-216
207
$14K 0.01%
510
208
$14K 0.01%
164
209
$13K 0.01%
264
-199
210
$13K 0.01%
311
211
$13K 0.01%
124
212
$12K 0.01%
304
213
$12K 0.01%
+229
214
$12K 0.01%
+237
215
$12K 0.01%
235
216
$11K 0.01%
250
217
$11K 0.01%
1,000
218
$11K 0.01%
+134
219
$11K 0.01%
500
220
$10K 0.01%
104
221
$10K 0.01%
498
-497
222
$9K 0.01%
866
223
$8K 0.01%
294
224
$8K 0.01%
120
225
$8K 0.01%
122
-1,134
7 8
9
10 11