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
$862M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.58M
3
+$4.2M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.46M
5
BND icon
Vanguard Total Bond Market
BND
+$3.32M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$17.1M
4
AAPL icon
Apple
AAPL
+$16.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.97M

Sector Composition

1 Healthcare 22.43%
2 Financials 7.35%
3 Consumer Discretionary 1.95%
4 Technology 1.45%
5 Industrials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$124K 0.01%
1,107
+6
202
$123K 0.01%
1,352
-867
203
$123K 0.01%
2,680
204
$122K 0.01%
467
-1
205
$122K 0.01%
1,178
-18
206
$122K 0.01%
403
+2
207
$121K 0.01%
3,100
+3,000
208
$121K 0.01%
1,041
209
$118K 0.01%
537
+3
210
$118K 0.01%
2,040
-211
211
$118K 0.01%
1,330
212
$116K 0.01%
1,486
-126
213
$115K 0.01%
896
214
$113K 0.01%
1,364
+581
215
$111K 0.01%
14,061
+27
216
$110K 0.01%
452
217
$108K 0.01%
692
+35
218
$108K 0.01%
277
+3
219
$108K 0.01%
7,000
220
$107K 0.01%
+2,553
221
$107K 0.01%
1,853
-31
222
$106K 0.01%
1,324
223
$106K 0.01%
3,093
224
$105K 0.01%
3,591
+5
225
$103K 0.01%
928
7 8
9
10 11