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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
DEO icon
301
Diageo
DEO
$45.6B
$94.6K 0.01%
1,270
MIDD icon
302
Middleby
MIDD
$6.13B
$94.1K 0.01%
710
NDLS icon
303
Noodles & Co
NDLS
$73.8M
$94K 0.01%
+11,000
APO icon
304
Apollo Global Management
APO
$69.4B
$93.7K 0.01%
841
+36
AEHR icon
305
Aehr Test Systems
AEHR
$2.28B
$92.7K 0.01%
+2,500
LSF icon
306
Laird Superfood
LSF
$51M
$92.5K 0.01%
43,002
+27,002
MDLZ icon
307
Mondelez International
MDLZ
$75.5B
$91.8K 0.01%
1,593
-26
IOO icon
308
iShares Global 100 ETF
IOO
$8.69B
$91.5K 0.01%
756
COWZ icon
309
Pacer US Cash Cows 100 ETF
COWZ
$18.1B
$91.4K 0.01%
1,460
-54
ABT icon
310
Abbott
ABT
$164B
$89.4K 0.01%
871
-83
CARR icon
311
Carrier Global
CARR
$57.6B
$89.1K 0.01%
1,583
+47
WD icon
312
Walker & Dunlop
WD
$1.72B
$88.8K 0.01%
2,000
INTU icon
313
Intuit
INTU
$75.2B
$88.6K 0.01%
205
-512
GSBD icon
314
Goldman Sachs BDC
GSBD
$993M
$88.3K 0.01%
+9,943
FIX icon
315
Comfort Systems
FIX
$61.8B
$88.3K 0.01%
64
-4
ADBE icon
316
Adobe
ADBE
$88.9B
$86.3K 0.01%
355
-716
IYW icon
317
iShares US Technology ETF
IYW
$25.2B
$86K 0.01%
474
GM icon
318
General Motors
GM
$70.2B
$85.1K 0.01%
1,142
+31
AFL icon
319
Aflac
AFL
$62.1B
$84K 0.01%
766
CL icon
320
Colgate-Palmolive
CL
$73.8B
$84K 0.01%
986
-90
DHR icon
321
Danaher
DHR
$141B
$83.4K 0.01%
440
+29
SPYG icon
322
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.1B
$83.2K 0.01%
850
-477
MOG.A icon
323
Moog Inc Class A
MOG.A
$12.9B
$82.8K 0.01%
283
+33
BOF icon
324
BranchOut Food
BOF
$65.9M
$82.5K 0.01%
25,000
+12,000
BIP icon
325
Brookfield Infrastructure Partners
BIP
$17.3B
$82.2K 0.01%
2,277
11 12
13
14 15