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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
APD icon
501
Air Products & Chemicals
APD
$66.7B
$22.1K ﹤0.01%
76
SCHC icon
502
Schwab International Small-Cap Equity ETF
SCHC
$5.39B
$21.8K ﹤0.01%
467
NEU icon
503
NewMarket
NEU
$7.03B
$21.8K ﹤0.01%
34
-48
NLR icon
504
VanEck Uranium + Nuclear Energy ETF
NLR
$4.15B
$21.7K ﹤0.01%
163
THC icon
505
Tenet Healthcare
THC
$17.6B
$21.7K ﹤0.01%
115
-13
JBBB icon
506
Janus Henderson B-BBB CLO ETF
JBBB
$1.34B
$21.3K ﹤0.01%
456
OPEN icon
507
Opendoor
OPEN
$4.6B
$21.1K ﹤0.01%
4,500
ASBP
508
Aspire Biopharma
ASBP
$7.78M
$20.9K ﹤0.01%
678
ESGD icon
509
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.8B
$20.7K ﹤0.01%
216
MAR icon
510
Marriott International
MAR
$99.2B
$20.6K ﹤0.01%
63
+15
TRI icon
511
Thomson Reuters
TRI
$39.1B
$20.6K ﹤0.01%
225
-291
SCHA icon
512
Schwab U.S Small- Cap ETF
SCHA
$23.3B
$20.6K ﹤0.01%
708
SPYX icon
513
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.78B
$20.6K ﹤0.01%
388
+1
SHG icon
514
Shinhan Financial Group
SHG
$34.5B
$20.5K ﹤0.01%
335
KOMP icon
515
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.7B
$20.5K ﹤0.01%
351
MNST icon
516
Monster Beverage
MNST
$95.2B
$20.5K ﹤0.01%
283
+14
SUSC icon
517
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
$20.4K ﹤0.01%
880
+19
BCPC
518
Balchem Corp
BCPC
$5.21B
$20.3K ﹤0.01%
120
+36
SYY icon
519
Sysco
SYY
$40.1B
$20.3K ﹤0.01%
285
+10
NEM icon
520
Newmont
NEM
$102B
$20K ﹤0.01%
185
+43
DLS icon
521
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
$20K ﹤0.01%
245
FNDA icon
522
Schwab Fundamental US Small Company Index ETF
FNDA
$9.18B
$19.9K ﹤0.01%
613
MNKD icon
523
MannKind Corp
MNKD
$1.26B
$19.8K ﹤0.01%
8,074
TILE icon
524
Interface
TILE
$1.93B
$19.7K ﹤0.01%
792
+244
CMG icon
525
Chipotle Mexican Grill
CMG
$45.2B
$19.6K ﹤0.01%
613
+93
19 20
21
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