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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
+6.64%
1 Year Est. Return
+29.21%
3 Year Est. Return
+76.62%
5 Year Est. Return
+70.17%
10 Year Est. Return
–
AUM
$707M
AUM Growth
-$4.71M
Cap. Flow
-$48.6M
Cap. Flow %
-6.88%
Top 10 Hldgs %
53.79%
Holding
842
New
126
Increased
192
Reduced
134
Closed
95

Top Buys

1
BND icon
Vanguard Total Bond Market
BND
+$39.1M
2
AAPL icon
Apple
AAPL
+$21.5M
3
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$104M
2
NVDA icon
NVIDIA
NVDA
+$21.2M
3
WCN
Waste Connections
WCN
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYI icon
601
NEOS S&P 500 High Income ETF
SPYI
$10.6B
$1.26K ﹤0.01%
25
– –
ITT icon
602
ITT
ITT
$17.4B
$1.25K ﹤0.01%
8
– –
BABA icon
603
Alibaba
BABA
$269B
$1.25K ﹤0.01%
11
-2
-15% -$237
TMUS icon
604
T-Mobile US
TMUS
$203B
$1.19K ﹤0.01%
+5
New +$1.22K
GTLB icon
605
GitLab
GTLB
$5.57B
$1.17K ﹤0.01%
26
+6
+30% +$274
NANC icon
606
Unusual Whales Subversive Democratic Trading ETF
NANC
$281M
$1.13K ﹤0.01%
27
– –
GOP
607
Unusual Whales Subversive Republican Trading ETF
GOP
$87.2M
$1.08K ﹤0.01%
32
– –
CM icon
608
Canadian Imperial Bank of Commerce
CM
$108B
$1.06K ﹤0.01%
+15
New +$965
LYB icon
609
LyondellBasell Industries
LYB
$18.9B
$1.04K ﹤0.01%
+18
New +$1.05K
SNPS icon
610
Synopsys
SNPS
$81.6B
$1.03K ﹤0.01%
2
-1
-33% -$466
AMCR icon
611
Amcor
AMCR
$19.8B
$1.01K ﹤0.01%
+22
New +$1.01K
VGLT icon
612
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
$1.01K ﹤0.01%
+18
New +$998
XLRE icon
613
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.38B
$995 ﹤0.01%
24
-58
-71% -$2.38K
XIFR
614
XPLR Infrastructure LP
XIFR
$1.16B
$984 ﹤0.01%
+120
New +$1.04K
DJT icon
615
Trump Media & Technology Group
DJT
$2.5B
$975 ﹤0.01%
54
– –
OXY.WS icon
616
Occidental Petroleum Corp Warrants
OXY.WS
$30.7B
$974 ﹤0.01%
47
– –
ALC icon
617
Alcon
ALC
$32.6B
$972 ﹤0.01%
11
– –
NIXT
618
Research Affiliates Deletions ETF
NIXT
$39.4M
$928 ﹤0.01%
38
– –
ADP icon
619
Automatic Data Processing
ADP
$98.5B
$926 ﹤0.01%
+3
New +$921
CDE icon
620
Coeur Mining
CDE
$16.5B
$886 ﹤0.01%
100
– –
KD icon
621
Kyndryl
KD
$2.56B
$882 ﹤0.01%
21
– –
SPYD icon
622
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.49B
$857 ﹤0.01%
20
– –
ERIC icon
623
Ericsson
ERIC
$33.5B
$848 ﹤0.01%
+100
New +$822
NICE icon
624
Nice
NICE
$5.99B
$845 ﹤0.01%
5
– –
IDV icon
625
iShares International Select Dividend ETF
IDV
$8.18B
$836 ﹤0.01%
24
+2
+9% +$65
23 24
25
26 27

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