We are live on ! Find out more
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
ATAI icon
526
AtaiBeckley Inc
ATAI
$1.9B
$19.6K ﹤0.01%
5,540
GRAL
527
GRAIL Inc
GRAL
$3.09B
$19.6K ﹤0.01%
+379
KRE icon
528
State Street SPDR S&P Regional Banking ETF
KRE
$5.2B
$19.5K ﹤0.01%
+300
BR icon
529
Broadridge
BR
$17.1B
$19.5K ﹤0.01%
120
PJT icon
530
PJT Partners
PJT
$4.05B
$19.3K ﹤0.01%
138
+32
LULU icon
531
lululemon athletica
LULU
$13.5B
$19.1K ﹤0.01%
125
SKY icon
532
Champion Homes
SKY
$4.46B
$19.1K ﹤0.01%
257
+93
ARES icon
533
Ares Management
ARES
$27.5B
$19.1K ﹤0.01%
175
ZBRA icon
534
Zebra Technologies
ZBRA
$13B
$19K ﹤0.01%
91
SXT icon
535
Sensient Technologies
SXT
$4.93B
$19K ﹤0.01%
220
+66
BMNR
536
BitMine Immersion Technologies
BMNR
$8.53B
$18.8K ﹤0.01%
950
+300
AUB icon
537
Atlantic Union Bankshares
AUB
$6.02B
$18.7K ﹤0.01%
524
+165
IP icon
538
International Paper
IP
$20.1B
$18.6K ﹤0.01%
520
+6
JBTM
539
JBT Marel
JBTM
$7.11B
$18.5K ﹤0.01%
145
+45
SVOL icon
540
Simplify Volatility Premium ETF
SVOL
$544M
$18.3K ﹤0.01%
1,193
FAST icon
541
Fastenal
FAST
$53.4B
$18.2K ﹤0.01%
392
+135
ESGE icon
542
iShares ESG Aware MSCI EM ETF
ESGE
$6.8B
$18K ﹤0.01%
395
FSS icon
543
Federal Signal
FSS
$7.03B
$17.7K ﹤0.01%
164
+51
VV icon
544
Vanguard Large-Cap ETF
VV
$53B
$17.6K ﹤0.01%
59
TROW icon
545
T. Rowe Price
TROW
$25.4B
$17.6K ﹤0.01%
195
+81
NOW icon
546
ServiceNow
NOW
$111B
$17.6K ﹤0.01%
168
+80
EFV icon
547
iShares MSCI EAFE Value ETF
EFV
$24.8B
$17.5K ﹤0.01%
235
ACIW icon
548
ACI Worldwide
ACIW
$5.74B
$17.2K ﹤0.01%
419
+150
FNDC icon
549
Schwab Fundamental International Small Company Index ETF
FNDC
$3.02B
$17.1K ﹤0.01%
369
CSW
550
CSW Industrials
CSW
$4.58B
$16.9K ﹤0.01%
65
+21