CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
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
326
$68.5K 0.01%
+1,183
327
$68.4K 0.01%
+122
328
$68.4K 0.01%
+264
329
$67.6K 0.01%
250
330
$67.3K 0.01%
+462
331
$67K 0.01%
+1,537
332
$67K 0.01%
+244
333
$66.7K 0.01%
+2,137
334
$66.6K 0.01%
+1,391
335
$66K 0.01%
720
336
$65.6K 0.01%
+3,600
337
$65.3K 0.01%
853
338
$65K 0.01%
600
339
$64.7K 0.01%
+765
340
$64.2K 0.01%
+254
341
$62.7K 0.01%
+1,383
342
$61.7K 0.01%
433
343
$61.5K 0.01%
+311
344
$61.1K 0.01%
870
345
$61K 0.01%
+5,250
346
$59.5K 0.01%
1,280
347
$59K 0.01%
790
-2
348
$58.7K 0.01%
+2,549
349
$57.9K 0.01%
360
+310
350
$57.1K 0.01%
+509
12 13
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