CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1 +$132M
2 +$31.2M
3 +$18.6M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.1M

Top Sells

1 +$1.21M
2 +$1.08M
3 +$1.08M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$523K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$522K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ARLP icon
576
Alliance Resource Partners
ARLP
$3.09B
$13.4K ﹤0.01%
530
ET icon
577
Energy Transfer Partners
ET
$55.9B
$13.3K ﹤0.01%
773
BMNR
578
BitMine Immersion Technologies
BMNR
$11.1B
$13K ﹤0.01%
+250
CINF icon
579
Cincinnati Financial
CINF
$26.3B
$13K ﹤0.01%
+82
SXT icon
580
Sensient Technologies
SXT
$4.13B
$13K ﹤0.01%
+138
WRB icon
581
W.R. Berkley
WRB
$29.6B
$12.9K ﹤0.01%
+168
BOX icon
582
Box
BOX
$4.35B
$12.8K ﹤0.01%
+397
JBTM
583
JBT Marel
JBTM
$7.42B
$12.6K ﹤0.01%
+90
FTXL icon
584
First Trust Nasdaq Semiconductor ETF
FTXL
$1.23B
$12.6K ﹤0.01%
113
ACIW icon
585
ACI Worldwide
ACIW
$4.87B
$12.6K ﹤0.01%
+238
PTY icon
586
PIMCO Corporate & Income Opportunity Fund
PTY
$2.54B
$12.3K ﹤0.01%
850
NTSX icon
587
WisdomTree US Efficient Core Fund
NTSX
$1.28B
$12.2K ﹤0.01%
227
BKGI icon
588
BNY Mellon Global Infrastructure Income ETF
BKGI
$339M
$12.2K ﹤0.01%
313
IONQ icon
589
IonQ
IONQ
$16.7B
$12.2K ﹤0.01%
198
+47
UTI icon
590
Universal Technical Institute
UTI
$1.25B
$12K ﹤0.01%
+370
FSS icon
591
Federal Signal
FSS
$6.79B
$12K ﹤0.01%
+101
ACWV icon
592
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.37B
$12K ﹤0.01%
100
OWL icon
593
Blue Owl Capital
OWL
$9.61B
$11.9K ﹤0.01%
703
TDG icon
594
TransDigm Group
TDG
$76.2B
$11.9K ﹤0.01%
+9
CCL icon
595
Carnival Corp
CCL
$33.8B
$11.9K ﹤0.01%
410
-13
ZBH icon
596
Zimmer Biomet
ZBH
$19.2B
$11.8K ﹤0.01%
120
AGNC icon
597
AGNC Investment
AGNC
$11.2B
$11.8K ﹤0.01%
1,205
+205
CHRD icon
598
Chord Energy
CHRD
$5.22B
$11.7K ﹤0.01%
+118
FAST icon
599
Fastenal
FAST
$46B
$11.7K ﹤0.01%
+238
TSCO icon
600
Tractor Supply
TSCO
$28.8B
$11.7K ﹤0.01%
+205