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
476
$23.5K ﹤0.01%
+171
477
$22.5K ﹤0.01%
862
-33
478
$21.8K ﹤0.01%
+250
479
$21.8K ﹤0.01%
+295
480
$21.8K ﹤0.01%
+1,239
481
$21.5K ﹤0.01%
115
482
$21.3K ﹤0.01%
+1,000
483
$21.2K ﹤0.01%
+490
484
$21.1K ﹤0.01%
888
485
$20.9K ﹤0.01%
+604
486
$20.7K ﹤0.01%
+62
487
$20.7K ﹤0.01%
+240
488
$20.5K ﹤0.01%
+900
489
$20.4K ﹤0.01%
+139
490
$20.2K ﹤0.01%
+279
491
$20.2K ﹤0.01%
2,800
492
$20.2K ﹤0.01%
+285
493
$20.1K ﹤0.01%
+350
494
$20K ﹤0.01%
+80
495
$19.9K ﹤0.01%
+109
496
$19.9K ﹤0.01%
340
497
$19.7K ﹤0.01%
+1,178
498
$19.6K ﹤0.01%
+28
499
$19.5K ﹤0.01%
+249
500
$19.4K ﹤0.01%
+300
18 19
20
21 22