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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
FNDF icon
426
Schwab Fundamental International Large Company Index ETF
FNDF
$24.3B
$32.3K ﹤0.01%
661
PRIM icon
427
Primoris Services
PRIM
$4.7B
$32.3K ﹤0.01%
226
+62
CFG icon
428
Citizens Financial Group
CFG
$29.7B
$32.2K ﹤0.01%
537
+12
BNY
429
Bank of New York Mellon
BNY
$104B
$32.1K ﹤0.01%
271
+114
IDCC icon
430
InterDigital
IDCC
$6.85B
$32K ﹤0.01%
106
+33
VRSN icon
431
VeriSign
VRSN
$24.6B
$31.8K ﹤0.01%
128
-1
MPC icon
432
Marathon Petroleum
MPC
$82.8B
$31.7K ﹤0.01%
130
-10
BCHT
433
Birchtech Corp
BCHT
$50.5M
$31.5K ﹤0.01%
+16,600
VGIT icon
434
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.8B
$31.5K ﹤0.01%
529
NVS icon
435
Novartis
NVS
$294B
$31.5K ﹤0.01%
206
F icon
436
Ford
F
$55.8B
$31.3K ﹤0.01%
2,709
+63
SNOW icon
437
Snowflake
SNOW
$90.6B
$31.2K ﹤0.01%
207
+36
LITE icon
438
Lumentum
LITE
$62.4B
$30.9K ﹤0.01%
+44
SCHH icon
439
Schwab US REIT ETF
SCHH
$11.2B
$30.1K ﹤0.01%
1,402
BSX icon
440
Boston Scientific
BSX
$66.5B
$30.1K ﹤0.01%
479
+59
XLP icon
441
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.1B
$29.6K ﹤0.01%
361
-59
RIOT icon
442
Riot Platforms
RIOT
$7.93B
$29.5K ﹤0.01%
2,384
XBI icon
443
State Street SPDR S&P Biotech ETF
XBI
$10.8B
$29.4K ﹤0.01%
230
+80
ROL icon
444
Rollins
ROL
$21.4B
$29.1K ﹤0.01%
545
ASTS icon
445
AST SpaceMobile
ASTS
$21.9B
$28.8K ﹤0.01%
347
SMH icon
446
VanEck Semiconductor ETF
SMH
$71B
$28.8K ﹤0.01%
75
-5
DE icon
447
Deere & Co
DE
$158B
$28.7K ﹤0.01%
51
SPOT icon
448
Spotify
SPOT
$98.7B
$28.6K ﹤0.01%
59
-1
XBP icon
449
XBP Global Holdings
XBP
$32M
$28.6K ﹤0.01%
+6,500
HOOD icon
450
Robinhood
HOOD
$101B
$28.5K ﹤0.01%
411
+396
16 17
18
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