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
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$1.74M
3
+$1.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.23M
5
MSFT icon
Microsoft
MSFT
+$1.08M

Top Sells

1
+$7.01M
2
+$5.08M
3
+$1.61M
4
CVX icon
Chevron
CVX
+$1.17M
5
FIS icon
Fidelity National Information Services
FIS
+$425K

Sector Composition

1 Healthcare 25.15%
2 Technology 5.29%
3 Energy 4.13%
4 Financials 3.62%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$107K 0.02%
1,390
+1,200
202
$107K 0.02%
1,197
+737
203
$107K 0.02%
+1,531
204
$106K 0.02%
516
+341
205
$106K 0.02%
2,532
+460
206
$105K 0.02%
230
+30
207
$104K 0.02%
2,510
+197
208
$104K 0.02%
354
+326
209
$103K 0.02%
2,426
+513
210
$103K 0.02%
1,250
211
$103K 0.02%
997
212
$100K 0.02%
1,249
213
$99K 0.02%
3,649
+951
214
$97K 0.02%
1,511
+316
215
$97K 0.02%
+1,556
216
$97K 0.02%
298
+63
217
$95K 0.02%
+2,220
218
$95K 0.02%
895
+120
219
$92K 0.02%
+1,000
220
$89K 0.02%
351
+267
221
$89K 0.02%
699
+454
222
$88K 0.02%
482
+339
223
$87K 0.02%
144
+82
224
$87K 0.02%
478
-148
225
$86K 0.02%
4,583
+930
7 8
9
10 11