CA

Crewe Advisors Portfolio holdings

AUM $707M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1 +$9.63M
2 +$8.95M
3 +$2.83M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.1M

Top Sells

1 +$7.59M
2 +$5.27M
3 +$4.56M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$872K

Sector Composition

1 Financials 8.55%
2 Technology 4.36%
3 Healthcare 2.88%
4 Consumer Discretionary 2.35%
5 Energy 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ATKR icon
576
Atkore
ATKR
$2.22B
$1.26K ﹤0.01%
+21
GGG icon
577
Graco
GGG
$13.5B
$1.25K ﹤0.01%
15
+12
SNY icon
578
Sanofi
SNY
$121B
$1.22K ﹤0.01%
+22
SPYI icon
579
NEOS S&P 500 High Income ETF
SPYI
$5.33B
$1.2K ﹤0.01%
25
FNF icon
580
Fidelity National Financial
FNF
$15.5B
$1.17K ﹤0.01%
+18
CFR icon
581
Cullen/Frost Bankers
CFR
$8.04B
$1.13K ﹤0.01%
+9
CCSO icon
582
Carbon Collective Climate Solutions US Equity ETF
CCSO
$37.6M
$1.12K ﹤0.01%
59
HAS icon
583
Hasbro
HAS
$10.7B
$1.11K ﹤0.01%
+18
SO icon
584
Southern Company
SO
$101B
$1.1K ﹤0.01%
12
+7
GBCI icon
585
Glacier Bancorp
GBCI
$5.54B
$1.06K ﹤0.01%
+24
DJT icon
586
Trump Media & Technology Group
DJT
$3.67B
$1.06K ﹤0.01%
54
CMG icon
587
Chipotle Mexican Grill
CMG
$40.4B
$1.05K ﹤0.01%
+21
ALC icon
588
Alcon
ALC
$36.6B
$1.04K ﹤0.01%
+11
ITT icon
589
ITT
ITT
$14.7B
$1.03K ﹤0.01%
8
EXC icon
590
Exelon
EXC
$46.6B
$1.01K ﹤0.01%
+22
MAA icon
591
Mid-America Apartment Communities
MAA
$15.2B
$1.01K ﹤0.01%
6
+3
THO icon
592
Thor Industries
THO
$5.49B
$986 ﹤0.01%
13
+10
CNH
593
CNH Industrial
CNH
$12.1B
$983 ﹤0.01%
+80
GOP
594
Unusual Whales Subversive Republican Trading ETF
GOP
$58.2M
$979 ﹤0.01%
+32
NANC icon
595
Unusual Whales Subversive Democratic Trading ETF
NANC
$255M
$972 ﹤0.01%
+27
LDOS icon
596
Leidos
LDOS
$25.2B
$945 ﹤0.01%
+7
GTLB icon
597
GitLab
GTLB
$7.6B
$940 ﹤0.01%
20
ALHC icon
598
Alignment Healthcare
ALHC
$3.27B
$931 ﹤0.01%
50
SPYD icon
599
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.16B
$883 ﹤0.01%
20
NIXT
600
Research Affiliates Deletions ETF
NIXT
$34M
$881 ﹤0.01%
38