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
551
$14.4K ﹤0.01%
+740
552
$14.4K ﹤0.01%
+1,190
553
$14.3K ﹤0.01%
98
554
$14.3K ﹤0.01%
+30
555
$14.3K ﹤0.01%
+55
556
$14.3K ﹤0.01%
171
557
$14.2K ﹤0.01%
+150
558
$14.2K ﹤0.01%
+163
559
$14.2K ﹤0.01%
+41
560
$14.1K ﹤0.01%
340
561
$14.1K ﹤0.01%
+1,900
562
$14.1K ﹤0.01%
+750
563
$14.1K ﹤0.01%
411
+13
564
$14K ﹤0.01%
+169
565
$14K ﹤0.01%
300
+297
566
$13.9K ﹤0.01%
+68
567
$13.9K ﹤0.01%
200
568
$13.8K ﹤0.01%
311
-5
569
$13.8K ﹤0.01%
+644
570
$13.7K ﹤0.01%
+34
571
$13.6K ﹤0.01%
+200
572
$13.4K ﹤0.01%
+49
573
$13.3K ﹤0.01%
+450
574
$13.3K ﹤0.01%
+203
575
$13.3K ﹤0.01%
+108