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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
LRCX icon
376
Lam Research
LRCX
$438B
$53.2K ﹤0.01%
249
+105
CTRE icon
377
CareTrust REIT
CTRE
$9.5B
$53K ﹤0.01%
1,445
RDVY icon
378
First Trust Rising Dividend Achievers ETF
RDVY
$24.3B
$51.5K ﹤0.01%
754
-2,267
LOPE icon
379
Grand Canyon Education
LOPE
$4B
$51K ﹤0.01%
300
CCEP icon
380
Coca-Cola Europacific Partners
CCEP
$46.9B
$50.7K ﹤0.01%
559
+11
CNVS icon
381
Cineverse
CNVS
$63.9M
$50.4K ﹤0.01%
+21,000
SLV icon
382
iShares Silver Trust
SLV
$28.8B
$49.7K ﹤0.01%
729
+13
DD icon
383
DuPont de Nemours
DD
$18.2B
$48.3K ﹤0.01%
352
-4
ICOP icon
384
iShares Copper and Metals Mining ETF
ICOP
$424M
$48.1K ﹤0.01%
+1,010
CTAS icon
385
Cintas
CTAS
$71.9B
$48K ﹤0.01%
284
+27
SPHQ icon
386
Invesco S&P 500 Quality ETF
SPHQ
$19.9B
$47.2K ﹤0.01%
628
SPMD icon
387
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.1B
$44.4K ﹤0.01%
750
+216
KLAC icon
388
KLA
KLAC
$302B
$44.2K ﹤0.01%
300
+10
OPTX icon
389
Syntec Optics
OPTX
$366M
$42.2K ﹤0.01%
+6,000
SPYV icon
390
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.9B
$41.8K ﹤0.01%
739
-537
DAL icon
391
Delta Air Lines
DAL
$57.4B
$41.5K ﹤0.01%
625
+4
ALSN icon
392
Allison Transmission
ALSN
$9.47B
$41.4K ﹤0.01%
354
-352
CNI icon
393
Canadian National Railway
CNI
$75.5B
$41.1K ﹤0.01%
400
CRH icon
394
CRH
CRH
$70B
$40.9K ﹤0.01%
389
+29
NRDY icon
395
Nerdy
NRDY
$117M
$40.8K ﹤0.01%
50,000
+35,000
XLC icon
396
State Street Communication Services Select Sector SPDR ETF
XLC
$23.6B
$40.6K ﹤0.01%
366
-91
OPTXW icon
397
Syntec Optics Holdings Warrant
OPTXW
$23.1M
$40K ﹤0.01%
+37,000
DFIP icon
398
Dimensional Inflation-Protected Securities ETF
DFIP
$1.12B
$39.4K ﹤0.01%
945
HWM icon
399
Howmet Aerospace
HWM
$108B
$39.4K ﹤0.01%
171
+45
DOMO icon
400
Domo
DOMO
$155M
$39.2K ﹤0.01%
12,799
14 15
16
17 18