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
1
$160M 18.53%
1,110,692
+10,221
2
$94.7M 10.98%
164,159
+9,675
3
$56.1M 6.51%
97,766
+2,620
4
$47.1M 5.46%
755,274
+45,315
5
$38.7M 4.49%
56
6
$35.1M 4.07%
467,463
+44,198
7
$31.6M 3.67%
311,066
+216
8
$30M 3.48%
713,164
+13,841
9
$29.3M 3.4%
51,391
+2,874
10
$26.5M 3.08%
742,958
+11,927
11
$25.2M 2.93%
106,356
12
$17.9M 2.07%
80,939
+99
13
$15.3M 1.77%
140,520
+22,910
14
$15.1M 1.75%
193,109
+6,885
15
$14.1M 1.64%
24,054
+1,411
16
$13.4M 1.55%
25,392
-42
17
$13.1M 1.52%
49,995
-3,472
18
$11.9M 1.38%
25,798
+14,298
19
$9.67M 1.12%
82,664
+15,627
20
$9.26M 1.07%
18,969
-97
21
$8.72M 1.01%
171,892
-27,823
22
$8.66M 1%
140,859
-277,638
23
$6.8M 0.79%
41,473
-3
24
$6.07M 0.7%
72,529
+2,195
25
$5.87M 0.68%
176,685
-15,067
1
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