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
426
$31.6K ﹤0.01%
+2,000
427
$31.5K ﹤0.01%
+658
428
$31.5K ﹤0.01%
+326
429
$31.3K ﹤0.01%
+1,000
430
$31K ﹤0.01%
+1,122
431
$31K ﹤0.01%
1,147
-500
432
$30.9K ﹤0.01%
+234
433
$30.6K ﹤0.01%
604
434
$30.5K ﹤0.01%
+290
435
$30.4K ﹤0.01%
2,555
+382
436
$30.2K ﹤0.01%
+311
437
$30.1K ﹤0.01%
+479
438
$29.4K ﹤0.01%
+753
439
$29.1K ﹤0.01%
+210
440
$29K ﹤0.01%
+144
441
$28.6K ﹤0.01%
+570
442
$28.5K ﹤0.01%
+273
443
$28.4K ﹤0.01%
+80
444
$28.2K ﹤0.01%
+386
445
$28K ﹤0.01%
+202
446
$27.9K ﹤0.01%
+29
447
$27.7K ﹤0.01%
+290
448
$27.5K ﹤0.01%
249
449
$27.4K ﹤0.01%
+3,134
450
$27.2K ﹤0.01%
1,340
16 17
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