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
$553M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,303
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$19.7M
3
+$17.3M
4
AMD icon
Advanced Micro Devices
AMD
+$5.43M
5
TSLA icon
Tesla
TSLA
+$4.58M

Top Sells

1
+$827K
2
+$734K
3
+$644K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$137K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$95K

Sector Composition

1 Healthcare 21.35%
2 Financials 7.74%
3 Technology 6.78%
4 Consumer Discretionary 4.25%
5 Energy 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$39K 0.01%
1,321
352
$39K 0.01%
339
+74
353
$39K 0.01%
1,466
+84
354
$38K 0.01%
974
+56
355
$36K 0.01%
446
+23
356
$36K 0.01%
909
+331
357
$35K 0.01%
+600
358
$35K 0.01%
51
+16
359
$35K 0.01%
891
360
$35K 0.01%
145
+56
361
$35K 0.01%
190
+27
362
$35K 0.01%
414
+160
363
$34K 0.01%
2,915
-1,505
364
$34K 0.01%
256
+79
365
$34K 0.01%
1,966
+516
366
$34K 0.01%
140
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367
$34K 0.01%
793
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368
$34K 0.01%
380
369
$34K 0.01%
1,228
+212
370
$34K 0.01%
434
-110
371
$33K 0.01%
864
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372
$33K 0.01%
1,025
+25
373
$33K 0.01%
118
+18
374
$33K 0.01%
674
+279
375
$33K 0.01%
401
13 14
15
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