CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$210K 0.02%
4,640
202
$209K 0.02%
419
-18
203
$208K 0.02%
1,736
+316
204
$203K 0.02%
3,020
+1
205
$203K 0.02%
675
206
$203K 0.02%
12,799
207
$199K 0.02%
842
+3
208
$196K 0.02%
501
+109
209
$193K 0.02%
+671
210
$193K 0.02%
3,127
+15
211
$192K 0.02%
2,314
-100
212
$191K 0.02%
1,388
213
$191K 0.02%
1,950
+1,075
214
$189K 0.02%
+505
215
$188K 0.02%
2,100
+1,715
216
$187K 0.02%
2,327
217
$183K 0.02%
2,100
218
$183K 0.02%
5,000
-11
219
$183K 0.02%
774
-11
220
$181K 0.02%
1,740
221
$179K 0.02%
3,030
222
$178K 0.02%
6,785
223
$178K 0.02%
1,063
+460
224
$177K 0.02%
1,688
225
$175K 0.02%
6,189
-98
7 8
9
10 11