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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
OXY icon
476
Occidental Petroleum
OXY
$52.6B
$24.8K ﹤0.01%
381
VGK icon
477
Vanguard FTSE Europe ETF
VGK
$30B
$24.7K ﹤0.01%
300
+1
DASH icon
478
DoorDash
DASH
$83.6B
$24.6K ﹤0.01%
164
-442
AWI icon
479
Armstrong World Industries
AWI
$6.64B
$24.2K ﹤0.01%
147
MCHP icon
480
Microchip Technology
MCHP
$48.1B
$23.9K ﹤0.01%
370
+17
AKAM icon
481
Akamai
AKAM
$18.3B
$23.9K ﹤0.01%
208
AVAV icon
482
AeroVironment
AVAV
$7.32B
$23.8K ﹤0.01%
130
+27
PGR icon
483
Progressive
PGR
$134B
$23.8K ﹤0.01%
120
+34
STM icon
484
STMicroelectronics
STM
$63.8B
$23.8K ﹤0.01%
688
TPYP icon
485
Tortoise North American Pipeline ETF
TPYP
$870M
$23.8K ﹤0.01%
561
POST icon
486
Post Holdings
POST
$3.91B
$23.7K ﹤0.01%
240
MC icon
487
Moelis & Co
MC
$4.74B
$23.7K ﹤0.01%
415
RMBS icon
488
Rambus
RMBS
$12.1B
$23.5K ﹤0.01%
273
+49
VLUE icon
489
iShares MSCI USA Value Factor ETF
VLUE
$10.2B
$23.5K ﹤0.01%
165
ABCB icon
490
Ameris Bancorp
ABCB
$6.08B
$23.2K ﹤0.01%
298
+93
VCSH icon
491
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.2B
$23.1K ﹤0.01%
291
-12
WRB icon
492
W.R. Berkley
WRB
$26.9B
$23.1K ﹤0.01%
348
DMLP icon
493
Dorchester Minerals
DMLP
$1.28B
$23.1K ﹤0.01%
851
+122
AGNC icon
494
AGNC Investment
AGNC
$12.8B
$23K ﹤0.01%
2,291
+1,086
FXI icon
495
iShares China Large-Cap ETF
FXI
$4.77B
$23K ﹤0.01%
640
-800
LMAT icon
496
LeMaitre Vascular
LMAT
$2.35B
$22.8K ﹤0.01%
209
+66
IUSB icon
497
iShares Core Universal USD Bond ETF
IUSB
$42.5B
$22.7K ﹤0.01%
491
CDNS icon
498
Cadence Design Systems
CDNS
$106B
$22.5K ﹤0.01%
81
+30
CALX icon
499
Calix
CALX
$2.58B
$22.3K ﹤0.01%
455
+129
QCOM icon
500
Qualcomm
QCOM
$199B
$22.2K ﹤0.01%
172
+55
18 19
20
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