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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
1 Year Est. Return
+29.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,171
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$15.5M
3
+$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

1
+$10.6M
2
+$4.25M
3
+$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

1 Healthcare 8.3%
2 Technology 7.75%
3 Financials 6.58%
4 Energy 3.2%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AIQ icon
651
Global X Artificial Intelligence & Technology ETF
AIQ
$10.1B
$9.85K ﹤0.01%
211
IJT icon
652
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.2B
$9.84K ﹤0.01%
68
SPDW icon
653
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.4B
$9.79K ﹤0.01%
214
-867
YUMC icon
654
Yum China
YUMC
$14.8B
$9.76K ﹤0.01%
200
-116
USB icon
655
US Bancorp
USB
$97.2B
$9.69K ﹤0.01%
186
+155
MP icon
656
MP Materials
MP
$9.29B
$9.65K ﹤0.01%
200
FCX icon
657
Freeport-McMoran
FCX
$88.4B
$9.58K ﹤0.01%
163
+63
LDUR icon
658
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.36B
$9.58K ﹤0.01%
100
BOX icon
659
Box
BOX
$3.97B
$9.39K ﹤0.01%
397
-40
BIPC icon
660
Brookfield Infrastructure
BIPC
$4.86B
$9.37K ﹤0.01%
237
PSA icon
661
Public Storage
PSA
$56.3B
$9.21K ﹤0.01%
34
PSEC icon
662
Prospect Capital
PSEC
$1.13B
$9.18K ﹤0.01%
3,516
+623
EAT icon
663
Brinker International
EAT
$7.95B
$9.14K ﹤0.01%
64
+52
IAGG icon
664
iShares Core International Aggregate Bond Fund
IAGG
$10.7B
$9.06K ﹤0.01%
181
+162
SMRT icon
665
SmartRent
SMRT
$199M
$9K ﹤0.01%
6,000
FSK icon
666
FS KKR Capital
FSK
$3.02B
$8.96K ﹤0.01%
880
+195
LIVN icon
667
LivaNova
LIVN
$4.54B
$8.9K ﹤0.01%
+140
WRD
668
WeRide Inc
WRD
$1.83B
$8.9K ﹤0.01%
1,100
TER icon
669
Teradyne
TER
$56.3B
$8.89K ﹤0.01%
30
PBH icon
670
Prestige Consumer Healthcare
PBH
$2.32B
$8.83K ﹤0.01%
149
-23
TW icon
671
Tradeweb Markets
TW
$20.8B
$8.82K ﹤0.01%
75
ELV icon
672
Elevance Health
ELV
$90.4B
$8.78K ﹤0.01%
30
+6
BNS icon
673
Scotiabank
BNS
$107B
$8.73K ﹤0.01%
126
SNPS icon
674
Synopsys
SNPS
$85.3B
$8.72K ﹤0.01%
22
+16
DKNG icon
675
DraftKings
DKNG
$13.1B
$8.71K ﹤0.01%
403
25 26
27
28 29