CA
Crewe Advisors Portfolio holdings
AUM
$707M
This Quarter Return
+9.32%
1 Year Return
+14.7%
3 Year Return
+67.44%
5 Year Return
+91.49%
10 Year Return
–
AUM
$403M
AUM Growth
+$403M
(+61%)
Cap. Flow
+$139M
Cap. Flow
% of AUM
34.41%
Top 10 Holdings %
Top 10 Hldgs %
80.55%
Holding
498
New
41
Increased
75
Reduced
41
Closed
24
Top Buys
| 1 |
The Ensign Group
ENSG
|
$97.5M |
| 2 |
Pennant Group
PNTG
|
$48.8M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.9M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$3.23M |
| 5 |
Vanguard ESG International Stock ETF
VSGX
|
$2.44M |
Top Sells
| 1 |
PS
Pluralsight, Inc. Class A Common Stock
PS
|
$32.1M |
| 2 |
Chevron
CVX
|
$577K |
| 3 |
Kennametal
KMT
|
$200K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$97.5K |
| 5 |
nLIGHT
LASR
|
$39K |
Sector Composition
| 1 | Healthcare | 43.41% |
| 2 | Technology | 3.52% |
| 3 | Energy | 3.05% |
| 4 | Consumer Discretionary | 2.49% |
| 5 | Financials | 1.79% |
