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
$1.13B
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1 +$22.7M
2 +$2.48M
3 +$2.37M
4
BND icon
Vanguard Total Bond Market
BND
+$2.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.07M

Top Sells

1 +$8.88M
2 +$2.5M
3 +$1.16M
4
TSLA icon
Tesla
TSLA
+$1.13M
5
AAPL icon
Apple
AAPL
+$867K

Sector Composition

1 Healthcare 8.08%
2 Technology 7.93%
3 Financials 7.31%
4 Communication Services 3.22%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SXT icon
551
Sensient Technologies
SXT
$3.87B
$14.5K ﹤0.01%
154
+16
ROP icon
552
Roper Technologies
ROP
$36.7B
$14.2K ﹤0.01%
32
NEM icon
553
Newmont
NEM
$123B
$14.2K ﹤0.01%
142
+25
IYR icon
554
iShares US Real Estate ETF
IYR
$4.35B
$14.1K ﹤0.01%
150
PPLT icon
555
abrdn Physical Platinum Shares ETF
PPLT
$2.69B
$14K ﹤0.01%
+75
DKNG icon
556
DraftKings
DKNG
$11.7B
$13.9K ﹤0.01%
403
EWW icon
557
iShares MSCI Mexico ETF
EWW
$2.19B
$13.9K ﹤0.01%
200
SKY icon
558
Champion Homes
SKY
$4.2B
$13.9K ﹤0.01%
164
+20
ITGR icon
559
Integer Holdings
ITGR
$2.97B
$13.8K ﹤0.01%
176
NOW icon
560
ServiceNow
NOW
$97B
$13.5K ﹤0.01%
88
+33
CMPS
561
Compass Pathways
CMPS
$746M
$13.4K ﹤0.01%
1,945
IONQ icon
562
IonQ
IONQ
$15.5B
$13.4K ﹤0.01%
299
+101
CINF icon
563
Cincinnati Financial
CINF
$25.5B
$13.4K ﹤0.01%
82
FREL icon
564
Fidelity MSCI Real Estate Index ETF
FREL
$1.43B
$13.3K ﹤0.01%
494
MAIN icon
565
Main Street Capital
MAIN
$5.21B
$13.2K ﹤0.01%
219
-1
MSTR icon
566
Strategy Inc
MSTR
$48B
$13.2K ﹤0.01%
87
+39
CRSP icon
567
CRISPR Therapeutics
CRSP
$5.39B
$13.1K ﹤0.01%
250
BOX icon
568
Box
BOX
$3.28B
$13.1K ﹤0.01%
437
+40
MMSI icon
569
Merit Medical Systems
MMSI
$4.17B
$13K ﹤0.01%
148
+19
GSK icon
570
GSK
GSK
$115B
$12.9K ﹤0.01%
264
AGNC icon
571
AGNC Investment
AGNC
$12B
$12.9K ﹤0.01%
1,205
CSW
572
CSW Industrials
CSW
$4.69B
$12.9K ﹤0.01%
44
+4
CCL icon
573
Carnival Corp
CCL
$40.1B
$12.9K ﹤0.01%
422
+12
BCPC
574
Balchem Corp
BCPC
$5.59B
$12.9K ﹤0.01%
84
+8
ACIW icon
575
ACI Worldwide
ACIW
$4.32B
$12.9K ﹤0.01%
269
+31