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
276
$97.7K 0.01%
+1,075
277
$97.7K 0.01%
+1,458
278
$96.8K 0.01%
+1,406
279
$96.5K 0.01%
+700
280
$96K 0.01%
+1,134
281
$95.7K 0.01%
4,260
282
$94.6K 0.01%
+93
283
$94.3K 0.01%
+499
284
$92.7K 0.01%
+1,884
285
$92.2K 0.01%
+466
286
$92.1K 0.01%
+907
287
$91.9K 0.01%
1,581
+877
288
$90.6K 0.01%
3,586
289
$90.4K 0.01%
+301
290
$90K 0.01%
+700
291
$89.6K 0.01%
+468
292
$89.6K 0.01%
1,641
+397
293
$89.3K 0.01%
+400
294
$88.4K 0.01%
+365
295
$88.1K 0.01%
6,970
296
$87.9K 0.01%
1,330
-101
297
$87.2K 0.01%
+1,205
298
$86.6K 0.01%
+2,000
299
$86.1K 0.01%
789
-22
300
$84.4K 0.01%
+2,334
10 11
12
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