We are live on ! Find out more
CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.21%
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
NI icon
451
NiSource
NI
$22.5B
$28.4K ﹤0.01%
609
BINC icon
452
BlackRock Flexible Income ETF
BINC
$16.1B
$27.8K ﹤0.01%
535
+5
HAS icon
453
Hasbro
HAS
$11.2B
$27.5K ﹤0.01%
294
IR icon
454
Ingersoll Rand
IR
$30.9B
$27.5K ﹤0.01%
343
DHI icon
455
D.R. Horton
DHI
$43B
$27.4K ﹤0.01%
200
+23
TAP icon
456
Molson Coors Class B
TAP
$7.35B
$27.4K ﹤0.01%
637
BF.B icon
457
Brown-Forman Class B
BF.B
$12B
$27.3K ﹤0.01%
1,034
-152
NPO icon
458
Enpro
NPO
$6.99B
$27.3K ﹤0.01%
109
+34
UFOX
459
Defiance Space and Connective Tech ETF
UFOX
$948M
$27.3K ﹤0.01%
400
SOLS
460
Solstice Advanced Materials
SOLS
$9.74B
$27.1K ﹤0.01%
356
-3
ENTG icon
461
Entegris
ENTG
$22.1B
$27.1K ﹤0.01%
231
-305
WIX icon
462
WIX.com
WIX
$2.1B
$27K ﹤0.01%
300
+95
CB icon
463
Chubb
CB
$135B
$26.7K ﹤0.01%
82
-9
BOOT icon
464
Boot Barn
BOOT
$4.89B
$26.5K ﹤0.01%
181
+34
XT icon
465
iShares Future Exponential Technologies ETF
XT
$3.95B
$26.2K ﹤0.01%
385
WTW icon
466
Willis Towers Watson
WTW
$27.4B
$26.2K ﹤0.01%
90
-4
ULTA icon
467
Ulta Beauty
ULTA
$20.2B
$26.1K ﹤0.01%
50
DIVO icon
468
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.32B
$26.1K ﹤0.01%
581
APTV icon
469
Aptiv
APTV
$12.8B
$25.9K ﹤0.01%
373
BIDD
470
iShares International Dividend Active ETF
BIDD
$415M
$25.9K ﹤0.01%
910
COMT icon
471
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.13B
$25.7K ﹤0.01%
760
GOVT icon
472
iShares US Treasury Bond ETF
GOVT
$43.4B
$25.7K ﹤0.01%
1,120
-653
GDDY icon
473
GoDaddy
GDDY
$11.8B
$25K ﹤0.01%
302
+3
HSY icon
474
Hershey
HSY
$35.2B
$24.9K ﹤0.01%
120
VSS icon
475
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$24.9K ﹤0.01%
171
17 18
19
20 21