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
351
$57K 0.01%
602
-56
352
$55.5K 0.01%
+142
353
$55.4K 0.01%
965
354
$55K 0.01%
581
+11
355
$54.7K 0.01%
+275
356
$54.4K 0.01%
+355
357
$53.5K 0.01%
+1,002
358
$52.2K 0.01%
683
359
$52.1K 0.01%
+575
360
$51.5K 0.01%
891
361
$50.7K 0.01%
+899
362
$50.5K 0.01%
+393
363
$50K 0.01%
+400
364
$49.2K 0.01%
+1,762
365
$48.8K 0.01%
+207
366
$47.6K 0.01%
+599
367
$47.6K 0.01%
+662
368
$47.1K 0.01%
+468
369
$46.5K 0.01%
+725
370
$45.8K 0.01%
+1,163
371
$45.6K 0.01%
+37
372
$45.5K 0.01%
+1,560
373
$44.7K 0.01%
1,966
374
$43.9K 0.01%
+84
375
$43.6K 0.01%
+750
13 14
15
16 17