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
$553M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,303
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$17.8M
3
+$15.7M
4
TSLA icon
Tesla
TSLA
+$4.35M
5
AMD icon
Advanced Micro Devices
AMD
+$4.04M

Top Sells

1
+$795K
2
+$692K
3
+$574K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$123K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$88.1K

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%
370
+86
602
$12K ﹤0.01%
177
+59
603
$12K ﹤0.01%
109
+68
604
$12K ﹤0.01%
436
+76
605
$12K ﹤0.01%
152
+36
606
$12K ﹤0.01%
170
607
$12K ﹤0.01%
130
+30
608
$12K ﹤0.01%
+2,500
609
$12K ﹤0.01%
65
+23
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%
92
+60
625
$11K ﹤0.01%
102
23 24
25
26 27