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CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
+6.64%
1 Year Est. Return
+29.21%
3 Year Est. Return
+76.62%
5 Year Est. Return
+70.17%
10 Year Est. Return
–
AUM
$707M
AUM Growth
-$4.71M
Cap. Flow
-$48.6M
Cap. Flow %
-6.88%
Top 10 Hldgs %
53.79%
Holding
842
New
126
Increased
192
Reduced
134
Closed
95

Top Buys

1
BND icon
Vanguard Total Bond Market
BND
+$39.1M
2
AAPL icon
Apple
AAPL
+$21.5M
3
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$104M
2
NVDA icon
NVIDIA
NVDA
+$21.2M
3
WCN
Waste Connections
WCN
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

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
$6.04B
$58.4K 0.01%
1,134
– –
AVDE icon
277
Avantis International Equity ETF
AVDE
$17.6B
$58.3K 0.01%
+788
New +$55.1K
XLU icon
278
State Street Utilities Select Sector SPDR ETF
XLU
$23.8B
$57.8K 0.01%
1,416
+202
+17% +$8.05K
XLB icon
279
State Street Materials Select Sector SPDR ETF
XLB
$8.36B
$57.3K 0.01%
1,304
+24
+2% +$1.02K
DIVI icon
280
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.65B
$56.7K 0.01%
+1,592
New +$54.2K
LOPE icon
281
Grand Canyon Education
LOPE
$3.95B
$56.7K 0.01%
300
– –
SGOV icon
282
iShares 0-3 Month Treasury Bond ETF
SGOV
$97.5B
$56.6K 0.01%
+562
New +$56.5K
BSV icon
283
Vanguard Short-Term Bond ETF
BSV
$44.7B
$56.4K 0.01%
717
– –
FDL icon
284
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.45B
$55.7K 0.01%
+1,330
New +$54.9K
IEF icon
285
iShares 7-10 Year Treasury Bond ETF
IEF
$46.9B
$54.6K 0.01%
570
– –
TTC icon
286
Toro Company
TTC
$8.83B
$53.1K 0.01%
751
+31
+4% +$2.2K
PXH icon
287
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.9B
$52.8K 0.01%
2,256
+940
+71% +$20.7K
GDDY icon
288
GoDaddy
GDDY
$12.1B
$52.6K 0.01%
292
– –
EMXC icon
289
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.4B
$52.5K 0.01%
832
+370
+80% +$21.5K
IRM icon
290
Iron Mountain
IRM
$36.5B
$51.5K 0.01%
502
-3
-0.6% -$283
SPHQ icon
291
Invesco S&P 500 Quality ETF
SPHQ
$19.8B
$51.2K 0.01%
718
– –
CMF icon
292
iShares California Muni Bond ETF
CMF
$4.57B
$48.8K 0.01%
875
– –
IBIT icon
293
iShares Bitcoin Trust
IBIT
$47.3B
$48.5K 0.01%
792
-6,524
-89% -$366K
CCEP icon
294
Coca-Cola Europacific Partners
CCEP
$46.7B
$47.8K 0.01%
515
– –
JBHT icon
295
JB Hunt Transport Services
JBHT
$26.5B
$47.4K 0.01%
330
-165
-33% -$22.8K
TTE icon
296
TotalEnergies
TTE
$180B
$47K 0.01%
765
-641
-46% -$38K
BMO icon
297
Bank of Montreal
BMO
$127B
$46.5K 0.01%
420
+20
+5% +$2.02K
SPYM
298
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$46.1K 0.01%
634
+451
+246% +$30.3K
XYZ
299
Block Inc
XYZ
$47.6B
$45.8K 0.01%
674
+6
+0.9% +$349
VYMI icon
300
Vanguard International High Dividend Yield ETF
VYMI
$20B
$45.6K 0.01%
569
+421
+284% +$32.2K
10 11
12
13 14

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