We are live on ! Find out more
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
LPTH icon
326
Lightpath Technologies
LPTH
$737M
$80.2K 0.01%
8,000
PGX icon
327
Invesco Preferred ETF
PGX
$3.89B
$79.7K 0.01%
7,327
OKTA icon
328
Okta
OKTA
$24.1B
$78.7K 0.01%
+1,000
UAMY icon
329
United States Antimony
UAMY
$957M
$78.6K 0.01%
+9,000
CRCL
330
Circle Internet Group
CRCL
$16.4B
$76.3K 0.01%
+800
QSR icon
331
Restaurant Brands International
QSR
$26.1B
$74.9K 0.01%
1,013
DTE icon
332
DTE Energy
DTE
$31.3B
$74.4K 0.01%
509
AIG icon
333
American International
AIG
$42B
$74.1K 0.01%
985
-25
BLK icon
334
Blackrock
BLK
$161B
$73.8K 0.01%
77
+9
DLPN icon
335
Dolphin Entertainment
DLPN
$13.9M
$73.5K 0.01%
50,000
+35,000
XYZ
336
Block Inc
XYZ
$46B
$72.9K 0.01%
1,212
+488
DFEM icon
337
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.22B
$72K 0.01%
2,084
BNTX icon
338
BioNTech
BNTX
$23.1B
$71.9K 0.01%
809
ITW icon
339
Illinois Tool Works
ITW
$77.3B
$70.8K 0.01%
272
-20
VEU icon
340
Vanguard FTSE All-World ex-US ETF
VEU
$66.4B
$70.3K 0.01%
936
JBHT icon
341
JB Hunt Transport Services
JBHT
$26.4B
$69.9K 0.01%
330
AVY icon
342
Avery Dennison
AVY
$12.3B
$69.6K 0.01%
403
-4
VLO icon
343
Valero Energy
VLO
$83.3B
$69.4K 0.01%
281
+5
PERF icon
344
Perfect Corp
PERF
$196M
$69.3K 0.01%
+41,000
TTC icon
345
Toro Company
TTC
$8.89B
$69K 0.01%
738
VHT icon
346
Vanguard Health Care ETF
VHT
$18B
$68.1K 0.01%
250
BLOK icon
347
Amplify Blockchain Technology ETF
BLOK
$1.15B
$67.5K 0.01%
1,355
IWN icon
348
iShares Russell 2000 Value ETF
IWN
$14.3B
$66.9K 0.01%
353
AVDE icon
349
Avantis International Equity ETF
AVDE
$17.3B
$66.9K 0.01%
788
KKR icon
350
KKR & Co
KKR
$87B
$66.1K 0.01%
714
+553
12 13
14
15 16