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
$553M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,303
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$19.7M
3
+$17.3M
4
AMD icon
Advanced Micro Devices
AMD
+$5.43M
5
TSLA icon
Tesla
TSLA
+$4.58M

Top Sells

1
+$827K
2
+$734K
3
+$644K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$137K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$95K

Sector Composition

1 Healthcare 21.35%
2 Financials 7.74%
3 Technology 6.78%
4 Consumer Discretionary 4.25%
5 Energy 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$21K ﹤0.01%
346
+323
452
$21K ﹤0.01%
894
+254
453
$21K ﹤0.01%
69
+24
454
$21K ﹤0.01%
1,316
455
$21K ﹤0.01%
206
+19
456
$21K ﹤0.01%
289
457
$20K ﹤0.01%
175
+47
458
$20K ﹤0.01%
349
+63
459
$20K ﹤0.01%
420
+401
460
$20K ﹤0.01%
888
461
$20K ﹤0.01%
55
+6
462
$20K ﹤0.01%
2,800
463
$20K ﹤0.01%
5
464
$20K ﹤0.01%
552
465
$20K ﹤0.01%
264
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466
$20K ﹤0.01%
186
+40
467
$20K ﹤0.01%
60
468
$19K ﹤0.01%
236
469
$19K ﹤0.01%
324
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470
$19K ﹤0.01%
165
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471
$19K ﹤0.01%
338
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472
$19K ﹤0.01%
270
+49
473
$19K ﹤0.01%
52
+18
474
$19K ﹤0.01%
390
+42
475
$19K ﹤0.01%
505
+120
17 18
19
20 21