CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$553M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,303
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$19.7M
3
+$17.3M
4
AMD icon
Advanced Micro Devices
AMD
+$5.43M
5
TSLA icon
Tesla
TSLA
+$4.58M

Top Sells

1
+$827K
2
+$734K
3
+$644K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$137K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$95K

Sector Composition

1 Healthcare 21.35%
2 Financials 7.74%
3 Technology 6.78%
4 Consumer Discretionary 4.25%
5 Energy 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$12K ﹤0.01%
177
+59
602
$12K ﹤0.01%
109
+68
603
$12K ﹤0.01%
436
+76
604
$12K ﹤0.01%
152
+36
605
$12K ﹤0.01%
170
606
$12K ﹤0.01%
130
+30
607
$12K ﹤0.01%
+2,500
608
$12K ﹤0.01%
65
+23
609
$12K ﹤0.01%
139
610
$12K ﹤0.01%
301
611
$12K ﹤0.01%
36
612
$12K ﹤0.01%
37
+9
613
$12K ﹤0.01%
242
+41
614
$12K ﹤0.01%
250
615
$12K ﹤0.01%
122
+32
616
$12K ﹤0.01%
330
+100
617
$12K ﹤0.01%
242
618
$12K ﹤0.01%
87
+21
619
$12K ﹤0.01%
144
+43
620
$12K ﹤0.01%
93
621
$12K ﹤0.01%
60
+17
622
$12K ﹤0.01%
157
+14
623
$12K ﹤0.01%
75
+15
624
$11K ﹤0.01%
280
+159
625
$11K ﹤0.01%
159
+19
23 24
25
26 27