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CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,171
New
Increased
Reduced
Closed

Top Buys

1 +$22.3M
2 +$15.5M
3 +$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

1 +$10.6M
2 +$4.25M
3 +$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

1 Healthcare 8.3%
2 Technology 7.75%
3 Financials 6.58%
4 Energy 3.2%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
J icon
601
Jacobs Solutions
J
$14.9B
$12K ﹤0.01%
94
+19
ACWV icon
602
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.27B
$12K ﹤0.01%
100
SPG icon
603
Simon Property Group
SPG
$70.9B
$11.9K ﹤0.01%
64
+48
GRNY
604
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.42B
$11.9K ﹤0.01%
500
TEL icon
605
TE Connectivity
TEL
$58.5B
$11.9K ﹤0.01%
57
+41
GERN icon
606
Geron
GERN
$962M
$11.8K ﹤0.01%
7,950
NTSX icon
607
WisdomTree US Efficient Core Fund
NTSX
$1.37B
$11.8K ﹤0.01%
227
HUBB icon
608
Hubbell
HUBB
$25.9B
$11.8K ﹤0.01%
24
+1
BILL icon
609
BILL Holdings
BILL
$4.12B
$11.8K ﹤0.01%
307
MAIN icon
610
Main Street Capital
MAIN
$4.91B
$11.6K ﹤0.01%
219
SPSM icon
611
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.6B
$11.6K ﹤0.01%
240
-260
ARR
612
Armour Residential REIT
ARR
$2.11B
$11.5K ﹤0.01%
690
LQD icon
613
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.4B
$11.3K ﹤0.01%
104
OLLI icon
614
Ollie's Bargain Outlet
OLLI
$3.92B
$11.3K ﹤0.01%
123
-16
NANR icon
615
State Street SPDR S&P North American Natural Resources ETF
NANR
$711M
$11.3K ﹤0.01%
134
HLT icon
616
Hilton Worldwide
HLT
$76.4B
$11.3K ﹤0.01%
37
+24
EVRG icon
617
Evergy
EVRG
$19.8B
$11.1K ﹤0.01%
136
+93
INSG icon
618
Inseego
INSG
$143M
$11.1K ﹤0.01%
1,000
FTV icon
619
Fortive
FTV
$19B
$11.1K ﹤0.01%
200
RY icon
620
Royal Bank of Canada
RY
$293B
$11K ﹤0.01%
68
LTC
621
LTC Properties
LTC
$1.99B
$11K ﹤0.01%
295
MPWR icon
622
Monolithic Power Systems
MPWR
$66.5B
$10.9K ﹤0.01%
10
PRFZ icon
623
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.82B
$10.9K ﹤0.01%
238
SPLV icon
624
Invesco S&P 500 Low Volatility ETF
SPLV
$7.14B
$10.9K ﹤0.01%
149
GAIN icon
625
Gladstone Investment Corp
GAIN
$655M
$10.9K ﹤0.01%
766