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CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
+6.64%
1 Year Est. Return
+29.21%
3 Year Est. Return
+76.62%
5 Year Est. Return
+70.17%
10 Year Est. Return
–
AUM
$707M
AUM Growth
-$4.71M
Cap. Flow
-$48.6M
Cap. Flow %
-6.88%
Top 10 Hldgs %
53.79%
Holding
842
New
126
Increased
192
Reduced
134
Closed
95

Top Buys

1
BND icon
Vanguard Total Bond Market
BND
+$39.1M
2
AAPL icon
Apple
AAPL
+$21.5M
3
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$104M
2
NVDA icon
NVIDIA
NVDA
+$21.2M
3
WCN
Waste Connections
WCN
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPMD icon
376
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.1B
$19.1K ﹤0.01%
+352
New +$18.1K
KOMP icon
377
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.69B
$19.1K ﹤0.01%
351
+240
+216% +$11.7K
LGIH icon
378
LGI Homes
LGIH
$1.37B
$19.1K ﹤0.01%
370
– –
DE icon
379
Deere & Co
DE
$158B
$18.8K ﹤0.01%
37
-4
-10% -$1.96K
VLUE icon
380
iShares MSCI USA Value Factor ETF
VLUE
$9.9B
$18.7K ﹤0.01%
165
– –
IWP icon
381
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$18.4K ﹤0.01%
133
– –
SOLV icon
382
Solventum
SOLV
$13.2B
$18.4K ﹤0.01%
243
– –
DLS icon
383
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
$18.4K ﹤0.01%
245
– –
LRCX icon
384
Lam Research
LRCX
$433B
$18.1K ﹤0.01%
186
+116
+166% +$9.2K
CIBR icon
385
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.6B
$18K ﹤0.01%
238
– –
STM icon
386
STMicroelectronics
STM
$62.6B
$17.9K ﹤0.01%
590
– –
SCHA icon
387
Schwab U.S Small- Cap ETF
SCHA
$23B
$17.9K ﹤0.01%
708
+565
+395% +$13.4K
MRCC
388
DELISTED
Monroe Capital Corp
MRCC
$17.8K ﹤0.01%
2,800
– –
BSX icon
389
Boston Scientific
BSX
$63.4B
$17.6K ﹤0.01%
164
-39
-19% -$3.95K
FNDA icon
390
Schwab Fundamental US Small Company Index ETF
FNDA
$9.17B
$17.6K ﹤0.01%
+613
New +$16.6K
MRSH
391
Marsh
MRSH
$85.8B
$17.5K ﹤0.01%
80
-10
-11% -$2.26K
JSPR icon
392
Jasper Therapeutics
JSPR
$20.2M
$17.2K ﹤0.01%
3,100
– –
EVV
393
Eaton Vance Limited Duration Income Fund
EVV
$1.08B
$17.2K ﹤0.01%
1,672
+36
+2% +$356
KHC icon
394
Kraft Heinz
KHC
$29.7B
$17.1K ﹤0.01%
663
+275
+71% +$7.63K
ARES icon
395
Ares Management
ARES
$27.1B
$17K ﹤0.01%
98
+11
+13% +$1.74K
SLV icon
396
iShares Silver Trust
SLV
$28.4B
$16.9K ﹤0.01%
516
– –
PSA icon
397
Public Storage
PSA
$56B
$16.7K ﹤0.01%
57
+7
+14% +$2.07K
USB icon
398
US Bancorp
USB
$96.8B
$16.6K ﹤0.01%
366
-84
-19% -$3.53K
IR icon
399
Ingersoll Rand
IR
$30.9B
$16.4K ﹤0.01%
197
– –
DFAE icon
400
Dimensional Emerging Core Equity Market ETF
DFAE
$9.47B
$16.4K ﹤0.01%
+566
New +$15.2K
14 15
16
17 18

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OA
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OCAI
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JAG
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BONST
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NNPTE
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