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
626
$9.46K ﹤0.01%
253
627
$9.29K ﹤0.01%
100
628
$9.23K ﹤0.01%
118
+18
629
$9.21K ﹤0.01%
134
-28
630
$9.11K ﹤0.01%
66
631
$9.08K ﹤0.01%
199
632
$9.07K ﹤0.01%
185
633
$9.04K ﹤0.01%
+95
634
$9.02K ﹤0.01%
+21
635
$8.97K ﹤0.01%
+115
636
$8.93K ﹤0.01%
+88
637
$8.9K ﹤0.01%
90
638
$8.89K ﹤0.01%
+55
639
$8.77K ﹤0.01%
+102
640
$8.74K ﹤0.01%
+30
641
$8.71K ﹤0.01%
+22
642
$8.69K ﹤0.01%
659
643
$8.6K ﹤0.01%
+341
644
$8.58K ﹤0.01%
+246
645
$8.57K ﹤0.01%
+525
646
$8.54K ﹤0.01%
+237
647
$8.5K ﹤0.01%
+116
648
$8.28K ﹤0.01%
+179
649
$8.24K ﹤0.01%
+99
650
$8.16K ﹤0.01%
205
+190
24 25
26
27 28