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
$1.13B
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1 +$22.7M
2 +$2.48M
3 +$2.37M
4
BND icon
Vanguard Total Bond Market
BND
+$2.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.07M

Top Sells

1 +$8.88M
2 +$2.5M
3 +$1.16M
4
TSLA icon
Tesla
TSLA
+$1.13M
5
AAPL icon
Apple
AAPL
+$867K

Sector Composition

1 Healthcare 8.08%
2 Technology 7.93%
3 Financials 7.31%
4 Communication Services 3.22%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LRCX icon
451
Lam Research
LRCX
$369B
$24.6K ﹤0.01%
144
+27
CRDO icon
452
Credo Technology Group
CRDO
$34.9B
$24.6K ﹤0.01%
171
+106
VSS icon
453
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.7B
$24.5K ﹤0.01%
171
WRB icon
454
W.R. Berkley
WRB
$24.4B
$24.4K ﹤0.01%
348
+180
AGRO icon
455
Adecoagro
AGRO
$1.97B
$24.2K ﹤0.01%
3,049
VCSH icon
456
Vanguard Short-Term Corporate Bond ETF
VCSH
$42.4B
$24.2K ﹤0.01%
303
+12
HAS icon
457
Hasbro
HAS
$13.3B
$24.1K ﹤0.01%
294
POST icon
458
Post Holdings
POST
$4.73B
$23.8K ﹤0.01%
240
DE icon
459
Deere & Co
DE
$157B
$23.7K ﹤0.01%
51
WMB icon
460
Williams Companies
WMB
$92.6B
$23.7K ﹤0.01%
394
+146
SPSM icon
461
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.2B
$23.4K ﹤0.01%
+500
DLPN icon
462
Dolphin Entertainment
DLPN
$17.6M
$23.4K ﹤0.01%
+15,000
IPGP icon
463
IPG Photonics
IPGP
$4.52B
$23.3K ﹤0.01%
325
IDCC icon
464
InterDigital
IDCC
$6.98B
$23.2K ﹤0.01%
73
+7
IUSB icon
465
iShares Core Universal USD Bond ETF
IUSB
$36.7B
$22.9K ﹤0.01%
491
-4,678
MPC icon
466
Marathon Petroleum
MPC
$72.7B
$22.8K ﹤0.01%
140
+10
NEWT icon
467
NewtekOne
NEWT
$371M
$22.7K ﹤0.01%
+2,000
ATAI icon
468
AtaiBeckley Inc
ATAI
$1.56B
$22.7K ﹤0.01%
5,540
VLUE icon
469
iShares MSCI USA Value Factor ETF
VLUE
$13.1B
$22.6K ﹤0.01%
165
MCHP icon
470
Microchip Technology
MCHP
$52.3B
$22.5K ﹤0.01%
353
ZBRA icon
471
Zebra Technologies
ZBRA
$11.9B
$22.1K ﹤0.01%
91
-11
RIO icon
472
Rio Tinto
RIO
$182B
$22K ﹤0.01%
+275
HSY icon
473
Hershey
HSY
$39.7B
$21.8K ﹤0.01%
120
SPYX icon
474
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.65B
$21.8K ﹤0.01%
387
+1
JBBB icon
475
Janus Henderson B-BBB CLO ETF
JBBB
$1.15B
$21.8K ﹤0.01%
456