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
376
$43.3K 0.01%
+821
377
$43.1K 0.01%
370
378
$42.9K 0.01%
+570
379
$42.8K 0.01%
+637
380
$42.7K 0.01%
+219
381
$42.5K 0.01%
1,830
382
$42.4K ﹤0.01%
755
-140
383
$42.3K ﹤0.01%
2,015
-2,502
384
$42.1K ﹤0.01%
2,000
385
$41.8K ﹤0.01%
1,321
386
$41.3K ﹤0.01%
404
387
$41K ﹤0.01%
+125
388
$40.9K ﹤0.01%
300
389
$40.8K ﹤0.01%
+981
390
$40.7K ﹤0.01%
1,135
+1,132
391
$40.5K ﹤0.01%
+259
392
$40.4K ﹤0.01%
+78
393
$40.1K ﹤0.01%
+314
394
$40.1K ﹤0.01%
+257
395
$40.1K ﹤0.01%
+291
396
$39.7K ﹤0.01%
5,354
+485
397
$39.7K ﹤0.01%
+498
398
$39.7K ﹤0.01%
1,470
399
$39.5K ﹤0.01%
+883
400
$39.1K ﹤0.01%
583
14 15
16
17 18