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
1
$92.2M 21.79%
1,231,264
2
$43.4M 10.27%
100,842
+7,783
3
$34M 8.05%
79,340
+86
4
$31.9M 7.53%
1,133,937
5
$30.4M 7.18%
379,549
+277,827
6
$27.8M 6.56%
449,772
+334,372
7
$24.7M 5.83%
468,875
+13,305
8
$21.2M 5%
560,330
+18,821
9
$18.2M 4.29%
83,056
+1,721
10
$12.3M 2.91%
820,666
+126,880
11
$10.5M 2.48%
103,549
+1,699
12
$10.3M 2.43%
36,496
+9,910
13
$7.44M 1.76%
28,788
14
$4.81M 1.14%
10,006
15
$4.4M 1.04%
31,126
-11,760
16
$3.38M 0.8%
15,179
-7
17
$2.25M 0.53%
6,271
18
$2.01M 0.48%
59,138
19
$1.99M 0.47%
39,406
+2,473
20
$1.9M 0.45%
37,872
+13,440
21
$1.79M 0.42%
22,901
+45
22
$1.68M 0.4%
10,200
23
$1.48M 0.35%
34,519
24
$1.44M 0.34%
3,638
+3
25
$1.21M 0.29%
24,225
+1,084
1
2 3 4 5