We are live on ! Find out more
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
$1.17B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,171
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$15.5M
3
+$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

1
+$10.6M
2
+$4.25M
3
+$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

1 Healthcare 8.3%
2 Technology 7.75%
3 Financials 6.58%
4 Energy 3.2%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOC icon
251
Northrop Grumman
NOC
$76.6B
$132K 0.01%
193
-32
DBA icon
252
Invesco DB Agriculture Fund
DBA
$1.24B
$130K 0.01%
+4,748
PXF icon
253
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.85B
$129K 0.01%
1,841
MINT icon
254
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.5B
$128K 0.01%
1,270
-1,306
HEI.A icon
255
HEICO Corp Class A
HEI.A
$35.5B
$126K 0.01%
599
CEG icon
256
Constellation Energy
CEG
$89.8B
$126K 0.01%
452
-1
MPLX icon
257
MPLX
MPLX
$57.8B
$126K 0.01%
2,211
AZZ icon
258
AZZ Inc
AZZ
$4.4B
$125K 0.01%
1,000
OTIS icon
259
Otis Worldwide
OTIS
$28B
$124K 0.01%
1,605
+254
SHLD icon
260
Global X Defense Tech ETF
SHLD
$6.95B
$123K 0.01%
1,741
TT icon
261
Trane Technologies
TT
$106B
$123K 0.01%
295
+25
BF.A icon
262
Brown-Forman Class A
BF.A
$12.2B
$123K 0.01%
4,577
GWW icon
263
W.W. Grainger
GWW
$65B
$121K 0.01%
111
+1
RBLX icon
264
Roblox
RBLX
$39.6B
$120K 0.01%
2,115
+19
GWX icon
265
State Street SPDR S&P International Small Cap ETF
GWX
$874M
$119K 0.01%
2,829
+900
ENB icon
266
Enbridge
ENB
$119B
$119K 0.01%
2,197
ZTS icon
267
Zoetis
ZTS
$31.7B
$119K 0.01%
1,005
-2
MTUM icon
268
iShares MSCI USA Momentum Factor ETF
MTUM
$27.5B
$118K 0.01%
493
PNC icon
269
PNC Financial Services
PNC
$101B
$118K 0.01%
568
+10
NXPI icon
270
NXP Semiconductors
NXPI
$73.8B
$118K 0.01%
600
VOT icon
271
Vanguard Mid-Cap Growth ETF
VOT
$19.4B
$118K 0.01%
458
NKE icon
272
Nike
NKE
$65.7B
$116K 0.01%
2,197
+807
ISRG icon
273
Intuitive Surgical
ISRG
$144B
$115K 0.01%
250
+18
ATEX icon
274
Anterix
ATEX
$1.97B
$115K 0.01%
+3,000
RWK icon
275
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.29B
$113K 0.01%
881
9 10
11
12 13