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
+$2.81M
2
+$1.88M
3
+$967K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$759K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$521K

Top Sells

1
+$1.55M
2
+$1.31M
3
+$821K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$721K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$448K

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%
+13
202
$4K ﹤0.01%
+40
203
$4K ﹤0.01%
+62
204
$4K ﹤0.01%
+63
205
$4K ﹤0.01%
+145
206
$4K ﹤0.01%
+41
207
$4K ﹤0.01%
36
208
$3K ﹤0.01%
+26
209
$3K ﹤0.01%
+51
210
$3K ﹤0.01%
+87
211
$3K ﹤0.01%
+59
212
$3K ﹤0.01%
+73
213
$3K ﹤0.01%
+51
214
$3K ﹤0.01%
+47
215
$3K ﹤0.01%
+29
216
$3K ﹤0.01%
+32
217
$3K ﹤0.01%
+220
218
$3K ﹤0.01%
+41
219
$3K ﹤0.01%
27
220
$3K ﹤0.01%
+66
221
$3K ﹤0.01%
+28
222
$3K ﹤0.01%
+56
223
$3K ﹤0.01%
+30
224
$3K ﹤0.01%
+55
225
$3K ﹤0.01%
+25
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