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
451
$27.2K ﹤0.01%
+705
452
$27K ﹤0.01%
+99
453
$26.9K ﹤0.01%
+208
454
$26.8K ﹤0.01%
+901
455
$26.7K ﹤0.01%
+686
456
$26.7K ﹤0.01%
+37
457
$26.5K ﹤0.01%
343
+52
458
$26.5K ﹤0.01%
+49
459
$26.1K ﹤0.01%
385
460
$26.1K ﹤0.01%
554
+126
461
$26K ﹤0.01%
+161
462
$25.6K ﹤0.01%
1,316
463
$25.6K ﹤0.01%
+681
464
$25.3K ﹤0.01%
1,750
465
$25.2K ﹤0.01%
+883
466
$24.9K ﹤0.01%
+205
467
$24.8K ﹤0.01%
+152
468
$24.8K ﹤0.01%
425
469
$24.7K ﹤0.01%
493
470
$24.4K ﹤0.01%
299
471
$24.4K ﹤0.01%
612
472
$24.3K ﹤0.01%
351
+66
473
$24.2K ﹤0.01%
+16
474
$23.8K ﹤0.01%
738
475
$23.5K ﹤0.01%
+60