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
576
$13.3K ﹤0.01%
+129
577
$13K ﹤0.01%
+199
578
$12.9K ﹤0.01%
291
579
$12.9K ﹤0.01%
+331
580
$12.9K ﹤0.01%
+19
581
$12.8K ﹤0.01%
+84
582
$12.8K ﹤0.01%
305
583
$12.8K ﹤0.01%
+88
584
$12.6K ﹤0.01%
850
585
$12.5K ﹤0.01%
+93
586
$12.4K ﹤0.01%
386
-13
587
$12.4K ﹤0.01%
55
+14
588
$12.4K ﹤0.01%
+51
589
$12.4K ﹤0.01%
+100
590
$12.3K ﹤0.01%
+37
591
$12.3K ﹤0.01%
154
592
$12.3K ﹤0.01%
+62
593
$12.2K ﹤0.01%
470
-1,390
594
$12.2K ﹤0.01%
+331
595
$12.1K ﹤0.01%
+600
596
$12.1K ﹤0.01%
+191
597
$12K ﹤0.01%
+9
598
$11.8K ﹤0.01%
+79
599
$11.7K ﹤0.01%
+595
600
$11.7K ﹤0.01%
+165