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
$858M
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19M
3
+$13.4M
4
TSLA icon
Tesla
TSLA
+$9.7M
5
AMD icon
Advanced Micro Devices
AMD
+$7.49M

Top Sells

1
+$13.8M
2
+$7.4M
3
+$3.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.49M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.91M

Sector Composition

1 Healthcare 18.98%
2 Technology 7.35%
3 Financials 7.09%
4 Energy 3.04%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$139K 0.02%
+446
227
$138K 0.02%
+885
228
$136K 0.02%
+1,285
229
$134K 0.02%
+1,003
230
$133K 0.02%
691
-3
231
$133K 0.02%
+1,957
232
$132K 0.02%
1,426
+550
233
$131K 0.02%
5,089
234
$131K 0.02%
701
+37
235
$131K 0.02%
+1,319
236
$129K 0.02%
+1,479
237
$129K 0.02%
+479
238
$126K 0.01%
3,994
-1,422
239
$125K 0.01%
+1,101
240
$125K 0.01%
1,526
-8
241
$125K 0.01%
+5,000
242
$124K 0.01%
+2,049
243
$123K 0.01%
+1,275
244
$123K 0.01%
+435
245
$120K 0.01%
+559
246
$120K 0.01%
3,704
+3,600
247
$120K 0.01%
1,041
248
$118K 0.01%
+3,790
249
$118K 0.01%
+4,286
250
$117K 0.01%
13,149
+1,250
8 9
10
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