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
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NI icon
451
NiSource
NI
$21.5B
$26.4K ﹤0.01%
609
-30
DIVO icon
452
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.43B
$25.9K ﹤0.01%
581
S icon
453
SentinelOne
S
$4.82B
$25.8K ﹤0.01%
1,465
POST icon
454
Post Holdings
POST
$4.64B
$25.8K ﹤0.01%
+240
IPGP icon
455
IPG Photonics
IPGP
$4.87B
$25.7K ﹤0.01%
325
BIDD
456
iShares International Dividend Active ETF
BIDD
$413M
$25.5K ﹤0.01%
910
CB icon
457
Chubb
CB
$126B
$25.4K ﹤0.01%
90
DG icon
458
Dollar General
DG
$27.4B
$25.3K ﹤0.01%
245
+3
MPC icon
459
Marathon Petroleum
MPC
$68.5B
$25.1K ﹤0.01%
+130
SIXG
460
Defiance Connective Technologies ETF
SIXG
$701M
$24.7K ﹤0.01%
400
MDT icon
461
Medtronic
MDT
$111B
$24.4K ﹤0.01%
256
-17
VSS icon
462
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.3B
$24.4K ﹤0.01%
171
DOW icon
463
Dow Inc
DOW
$26.4B
$24.2K ﹤0.01%
1,055
HWM icon
464
Howmet Aerospace
HWM
$92.7B
$23.9K ﹤0.01%
122
+120
AGRO icon
465
Adecoagro
AGRO
$2B
$23.9K ﹤0.01%
+3,049
TLH icon
466
iShares 10-20 Year Treasury Bond ETF
TLH
$11.8B
$23.9K ﹤0.01%
232
+151
DFTX
467
Definium Therapeutics
DFTX
$1.83B
$23.6K ﹤0.01%
1,999
LGND icon
468
Ligand Pharmaceuticals
LGND
$4.08B
$23.6K ﹤0.01%
+133
THC icon
469
Tenet Healthcare
THC
$17.4B
$23.4K ﹤0.01%
+115
DE icon
470
Deere & Co
DE
$151B
$23.3K ﹤0.01%
51
+14
VCSH icon
471
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.5B
$23.3K ﹤0.01%
291
IP icon
472
International Paper
IP
$17.9B
$23.2K ﹤0.01%
500
IDCC icon
473
InterDigital
IDCC
$8.37B
$22.8K ﹤0.01%
+66
MCHP icon
474
Microchip Technology
MCHP
$34.1B
$22.7K ﹤0.01%
353
+152
ICLR icon
475
Icon
ICLR
$7.61B
$22.6K ﹤0.01%
129
-16
17 18
19
20 21