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
$858M
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19M
3
+$13.4M
4
TSLA icon
Tesla
TSLA
+$9.7M
5
AMD icon
Advanced Micro Devices
AMD
+$7.49M

Top Sells

1
+$13.8M
2
+$7.4M
3
+$3.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.49M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.91M

Sector Composition

1 Healthcare 18.98%
2 Technology 7.35%
3 Financials 7.09%
4 Energy 3.04%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$11.3K ﹤0.01%
+264
602
$11.2K ﹤0.01%
+87
603
$11.2K ﹤0.01%
1,132
+19
604
$10.9K ﹤0.01%
+160
605
$10.9K ﹤0.01%
+597
606
$10.9K ﹤0.01%
+105
607
$10.9K ﹤0.01%
5,540
608
$10.9K ﹤0.01%
130
609
$10.8K ﹤0.01%
+499
610
$10.5K ﹤0.01%
251
611
$10.5K ﹤0.01%
100
612
$10.5K ﹤0.01%
282
+135
613
$10.4K ﹤0.01%
+273
614
$10.4K ﹤0.01%
+492
615
$10.3K ﹤0.01%
+70
616
$10.3K ﹤0.01%
512
+165
617
$10K ﹤0.01%
+75
618
$10K ﹤0.01%
534
-600
619
$9.92K ﹤0.01%
+333
620
$9.81K ﹤0.01%
+149
621
$9.81K ﹤0.01%
98
+58
622
$9.73K ﹤0.01%
+149
623
$9.61K ﹤0.01%
+44
624
$9.54K ﹤0.01%
450
-6
625
$9.52K ﹤0.01%
797
-53
23 24
25
26 27