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
401
$38.9K ﹤0.01%
+134
402
$37.8K ﹤0.01%
+68
403
$37.7K ﹤0.01%
+172
404
$37.6K ﹤0.01%
+579
405
$37K ﹤0.01%
+222
406
$36.6K ﹤0.01%
+618
407
$36.6K ﹤0.01%
8,074
408
$36.4K ﹤0.01%
+538
409
$36.3K ﹤0.01%
+73
410
$36K ﹤0.01%
+515
411
$35.9K ﹤0.01%
+3,400
412
$35.7K ﹤0.01%
260
413
$35.5K ﹤0.01%
1,458
414
$35.5K ﹤0.01%
+230
415
$35.3K ﹤0.01%
+238
416
$35.1K ﹤0.01%
+334
417
$35K ﹤0.01%
+180
418
$34.7K ﹤0.01%
+969
419
$34.4K ﹤0.01%
845
+826
420
$33.6K ﹤0.01%
+60
421
$33.6K ﹤0.01%
231
-7
422
$33.1K ﹤0.01%
+282
423
$33K ﹤0.01%
+132
424
$32.2K ﹤0.01%
482
425
$32K ﹤0.01%
9,700
+8,700
15 16
17
18 19