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
$512M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$2.92M
3
+$2.68M
4
PG icon
Procter & Gamble
PG
+$950K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$901K

Top Sells

1
+$778K
2
+$651K
3
+$405K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$255K
5
IVT icon
InvenTrust Properties
IVT
+$107K

Sector Composition

1 Healthcare 26.6%
2 Technology 4.65%
3 Energy 4.1%
4 Financials 3.1%
5 Consumer Discretionary 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$73K 0.01%
1,155
+993
202
$73K 0.01%
343
203
$72K 0.01%
235
+50
204
$71K 0.01%
711
205
$71K 0.01%
1,406
206
$71K 0.01%
820
+660
207
$67K 0.01%
509
208
$66K 0.01%
858
+80
209
$65K 0.01%
+1,250
210
$64K 0.01%
250
211
$63K 0.01%
1,192
+182
212
$62K 0.01%
+790
213
$62K 0.01%
910
214
$62K 0.01%
720
215
$62K 0.01%
1,804
216
$61K 0.01%
608
217
$61K 0.01%
935
218
$58K 0.01%
+1,000
219
$57K 0.01%
250
+150
220
$56K 0.01%
950
-6
221
$55K 0.01%
460
222
$51K 0.01%
730
223
$51K 0.01%
460
224
$50K 0.01%
800
225
$50K 0.01%
314
-351
7 8
9
10 11