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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
+6.64%
1 Year Est. Return
+29.21%
3 Year Est. Return
+76.62%
5 Year Est. Return
+70.17%
10 Year Est. Return
–
AUM
$707M
AUM Growth
-$4.71M
Cap. Flow
-$48.6M
Cap. Flow %
-6.88%
Top 10 Hldgs %
53.79%
Holding
842
New
126
Increased
192
Reduced
134
Closed
95

Top Buys

1
BND icon
Vanguard Total Bond Market
BND
+$39.1M
2
AAPL icon
Apple
AAPL
+$21.5M
3
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$104M
2
NVDA icon
NVIDIA
NVDA
+$21.2M
3
WCN
Waste Connections
WCN
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HEFA icon
526
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.25B
$5.35K ﹤0.01%
+141
New +$5.16K
ARGT icon
527
Global X MSCI Argentina ETF
ARGT
$861M
$5.34K ﹤0.01%
63
– –
CACI icon
528
CACI
CACI
$10.4B
$5.24K ﹤0.01%
11
– –
WISE icon
529
Themes Generative Artificial Intelligence ETF
WISE
$28.8M
$5.24K ﹤0.01%
145
+4
+3% +$126
DEI icon
530
Douglas Emmett
DEI
$2.09B
$5.22K ﹤0.01%
347
– –
ONON icon
531
On Holding
ONON
$12.6B
$5.21K ﹤0.01%
100
– –
VIGI icon
532
Vanguard International Dividend Appreciation ETF
VIGI
$8.88B
$5.14K ﹤0.01%
57
– –
TTWO icon
533
Take-Two Interactive
TTWO
$44B
$5.1K ﹤0.01%
21
+3
+17% +$676
NEM icon
534
Newmont
NEM
$101B
$5.07K ﹤0.01%
87
– –
AIQ icon
535
Global X Artificial Intelligence & Technology ETF
AIQ
$9.86B
$5.03K ﹤0.01%
115
+15
+15% +$582
MDYV icon
536
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.73B
$5K ﹤0.01%
63
– –
BATRA icon
537
Atlanta Braves Holdings Series A
BATRA
$3.66B
$4.92K ﹤0.01%
100
– –
CMG icon
538
Chipotle Mexican Grill
CMG
$46.7B
$4.89K ﹤0.01%
87
+66
+314% +$3.36K
OIH icon
539
VanEck Oil Services ETF
OIH
$2.08B
$4.61K ﹤0.01%
20
– –
AOR icon
540
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.65B
$4.5K ﹤0.01%
+73
New +$4.26K
DDOG icon
541
Datadog
DDOG
$96.4B
$4.43K ﹤0.01%
33
+5
+18% +$554
SCHI icon
542
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
$4.37K ﹤0.01%
+192
New +$4.28K
SOFI icon
543
SoFi Technologies
SOFI
$23.8B
$4.33K ﹤0.01%
238
+20
+9% +$264
NGG icon
544
National Grid
NGG
$83B
$4.02K ﹤0.01%
+55
New +$3.78K
EQIX icon
545
Equinix
EQIX
$101B
$3.98K ﹤0.01%
5
– –
HR icon
546
Healthcare Realty
HR
$7.24B
$3.96K ﹤0.01%
250
– –
CTSH icon
547
Cognizant
CTSH
$20.4B
$3.9K ﹤0.01%
50
-20
-29% -$1.53K
MUNI icon
548
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.07B
$3.8K ﹤0.01%
+74
New +$3.78K
DAR icon
549
Darling Ingredients
DAR
$9.83B
$3.79K ﹤0.01%
100
– –
MRVL icon
550
Marvell Technology
MRVL
$200B
$3.64K ﹤0.01%
47
+12
+34% +$749
20 21
22
23 24

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