CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$707M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$21.8M
3
+$8.31M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.25M
5
AMZN icon
Amazon
AMZN
+$5.91M

Top Sells

1
+$104M
2
+$26.6M
3
+$4.39M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.11M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.03M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FBIN icon
276
Fortune Brands Innovations
FBIN
$5.77B
$58.4K 0.01%
1,134
AVDE icon
277
Avantis International Equity ETF
AVDE
$9.73B
$58.3K 0.01%
+788
XLU icon
278
Utilities Select Sector SPDR Fund
XLU
$21.8B
$57.8K 0.01%
708
+101
XLB icon
279
Materials Select Sector SPDR Fund
XLB
$5.36B
$57.3K 0.01%
652
+12
DIVI icon
280
Franklin International Core Dividend Tilt Index ETF
DIVI
$1.88B
$56.7K 0.01%
+1,592
LOPE icon
281
Grand Canyon Education
LOPE
$4.69B
$56.7K 0.01%
300
SGOV icon
282
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$56.6K 0.01%
+562
BSV icon
283
Vanguard Short-Term Bond ETF
BSV
$38.8B
$56.4K 0.01%
717
FDL icon
284
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.79B
$55.7K 0.01%
+1,330
IEF icon
285
iShares 7-10 Year Treasury Bond ETF
IEF
$38.5B
$54.6K 0.01%
570
TTC icon
286
Toro Company
TTC
$6.88B
$53.1K 0.01%
751
+31
PXH icon
287
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.69B
$52.8K 0.01%
2,256
+940
GDDY icon
288
GoDaddy
GDDY
$17.5B
$52.6K 0.01%
292
EMXC icon
289
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.1B
$52.5K 0.01%
832
+370
IRM icon
290
Iron Mountain
IRM
$27B
$51.5K 0.01%
502
-3
SPHQ icon
291
Invesco S&P 500 Quality ETF
SPHQ
$15.1B
$51.2K 0.01%
718
CMF icon
292
iShares California Muni Bond ETF
CMF
$3.41B
$48.8K 0.01%
875
IBIT icon
293
iShares Bitcoin Trust
IBIT
$72.1B
$48.5K 0.01%
792
-6,524
CCEP icon
294
Coca-Cola Europacific Partners
CCEP
$40.7B
$47.8K 0.01%
515
JBHT icon
295
JB Hunt Transport Services
JBHT
$15.5B
$47.4K 0.01%
330
-165
TTE icon
296
TotalEnergies
TTE
$141B
$47K 0.01%
765
-641
BMO icon
297
Bank of Montreal
BMO
$88.8B
$46.5K 0.01%
420
+20
SPYM
298
State Street SPDR Portfolio S&P 500 ETF
SPYM
$89.3B
$46.1K 0.01%
634
+451
XYZ
299
Block Inc
XYZ
$36.8B
$45.8K 0.01%
674
+6
VYMI icon
300
Vanguard International High Dividend Yield ETF
VYMI
$12.7B
$45.6K 0.01%
569
+421
10 11
12
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