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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
626
$11K ﹤0.01%
159
+19
627
$11K ﹤0.01%
410
+117
628
$11K ﹤0.01%
+190
629
$11K ﹤0.01%
+387
630
$11K ﹤0.01%
340
+305
631
$11K ﹤0.01%
61
+9
632
$11K ﹤0.01%
102
+43
633
$11K ﹤0.01%
75
634
$11K ﹤0.01%
233
+39
635
$11K ﹤0.01%
57
+6
636
$11K ﹤0.01%
182
+73
637
$11K ﹤0.01%
+320
638
$11K ﹤0.01%
+378
639
$11K ﹤0.01%
+340
640
$11K ﹤0.01%
92
+60
641
$11K ﹤0.01%
55
+4
642
$11K ﹤0.01%
205
+144
643
$11K ﹤0.01%
67
644
$11K ﹤0.01%
377
+62
645
$11K ﹤0.01%
1,338
+176
646
$11K ﹤0.01%
362
+80
647
$11K ﹤0.01%
186
648
$10K ﹤0.01%
39
+4
649
$10K ﹤0.01%
71
+15
650
$10K ﹤0.01%
73
+33
24 25
26
27 28