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
$423M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$20.6M
3
+$3.35M
4
MSFT icon
Microsoft
MSFT
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.91M

Top Sells

1
+$1.66M
2
+$1.13M
3
+$183K
4
SNAP icon
Snap
SNAP
+$150K
5
DVY icon
iShares Select Dividend ETF
DVY
+$77.3K

Sector Composition

1 Healthcare 30.19%
2 Technology 4.37%
3 Energy 2.89%
4 Consumer Discretionary 2.64%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$25K 0.01%
300
+150
202
$23K 0.01%
88
203
$23K 0.01%
100
204
$23K 0.01%
835
205
$23K 0.01%
53
206
$22K 0.01%
148
207
$21K 0.01%
311
208
$21K 0.01%
100
-47
209
$21K 0.01%
164
-40
210
$21K 0.01%
490
211
$21K 0.01%
479
212
$20K ﹤0.01%
120
213
$20K ﹤0.01%
17
-2
214
$20K ﹤0.01%
596
215
$19K ﹤0.01%
425
-23
216
$19K ﹤0.01%
112
-7
217
$19K ﹤0.01%
72
218
$18K ﹤0.01%
45
219
$18K ﹤0.01%
115
+45
220
$18K ﹤0.01%
121
221
$18K ﹤0.01%
139
-42
222
$18K ﹤0.01%
124
-80
223
$18K ﹤0.01%
306
224
$17K ﹤0.01%
+108
225
$17K ﹤0.01%
159
7 8
9
10 11