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
$228M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.81M
3
+$933K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$727K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$499K

Top Sells

1
+$1.53M
2
+$1.31M
3
+$720K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$701K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$427K

Sector Composition

1 Communication Services 36.66%
2 Energy 7.07%
3 Technology 3.06%
4 Financials 2.27%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
+62
202
$4K ﹤0.01%
+63
203
$4K ﹤0.01%
+145
204
$4K ﹤0.01%
+41
205
$4K ﹤0.01%
36
206
$4K ﹤0.01%
158
207
$4K ﹤0.01%
+13
208
$3K ﹤0.01%
+51
209
$3K ﹤0.01%
+26
210
$3K ﹤0.01%
+51
211
$3K ﹤0.01%
+59
212
$3K ﹤0.01%
+73
213
$3K ﹤0.01%
+47
214
$3K ﹤0.01%
+29
215
$3K ﹤0.01%
+32
216
$3K ﹤0.01%
+220
217
$3K ﹤0.01%
+41
218
$3K ﹤0.01%
27
219
$3K ﹤0.01%
+66
220
$3K ﹤0.01%
+28
221
$3K ﹤0.01%
+56
222
$3K ﹤0.01%
+30
223
$3K ﹤0.01%
+55
224
$3K ﹤0.01%
+25
225
$3K ﹤0.01%
+16
7 8
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