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
LQD icon
601
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$11.6K ﹤0.01%
104
MAR icon
602
Marriott International
MAR
$81.6B
$11.5K ﹤0.01%
+44
BCPC
603
Balchem Corp
BCPC
$5.08B
$11.4K ﹤0.01%
+76
TTD icon
604
Trade Desk
TTD
$18.9B
$11.4K ﹤0.01%
+233
GSK icon
605
GSK
GSK
$95.5B
$11.4K ﹤0.01%
264
-61
AUB icon
606
Atlantic Union Bankshares
AUB
$4.88B
$11.4K ﹤0.01%
+322
ORLY icon
607
O'Reilly Automotive
ORLY
$85.6B
$11.3K ﹤0.01%
105
+98
FTEC icon
608
Fidelity MSCI Information Technology Index ETF
FTEC
$16.4B
$11.3K ﹤0.01%
51
LMAT icon
609
LeMaitre Vascular
LMAT
$1.89B
$11.2K ﹤0.01%
+128
TEAM icon
610
Atlassian
TEAM
$39.2B
$11.2K ﹤0.01%
70
-2
CMPS
611
Compass Pathways
CMPS
$499M
$11.1K ﹤0.01%
1,945
ATR icon
612
AptarGroup
ATR
$8.1B
$11.1K ﹤0.01%
+83
YETI icon
613
Yeti Holdings
YETI
$3.21B
$11K ﹤0.01%
+333
IAGG icon
614
iShares Core International Aggregate Bond Fund
IAGG
$11B
$11K ﹤0.01%
+215
SKY icon
615
Champion Homes
SKY
$4.78B
$11K ﹤0.01%
+144
GERN icon
616
Geron
GERN
$740M
$10.9K ﹤0.01%
7,950
TROW icon
617
T. Rowe Price
TROW
$22.1B
$10.9K ﹤0.01%
106
+83
PRFZ icon
618
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.59B
$10.8K ﹤0.01%
238
PEO
619
Adams Natural Resources Fund
PEO
$568M
$10.8K ﹤0.01%
500
SRAD icon
620
Sportradar
SRAD
$6.43B
$10.8K ﹤0.01%
+400
MMSI icon
621
Merit Medical Systems
MMSI
$5.19B
$10.7K ﹤0.01%
+129
GAIN icon
622
Gladstone Investment Corp
GAIN
$555M
$10.6K ﹤0.01%
+766
ARR
623
Armour Residential REIT
ARR
$1.91B
$10.3K ﹤0.01%
690
+99
O icon
624
Realty Income
O
$52.2B
$10.2K ﹤0.01%
168
-18
AIQ icon
625
Global X Artificial Intelligence & Technology ETF
AIQ
$6.88B
$10.2K ﹤0.01%
206
+91