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
651
$10K ﹤0.01%
150
+29
652
$10K ﹤0.01%
121
+22
653
$10K ﹤0.01%
365
+49
654
$10K ﹤0.01%
86
+44
655
$10K ﹤0.01%
673
656
$10K ﹤0.01%
102
+29
657
$10K ﹤0.01%
195
+40
658
$10K ﹤0.01%
+434
659
$10K ﹤0.01%
137
+21
660
$10K ﹤0.01%
855
661
$10K ﹤0.01%
322
+51
662
$10K ﹤0.01%
98
+25
663
$10K ﹤0.01%
47
+18
664
$10K ﹤0.01%
159
665
$10K ﹤0.01%
271
+67
666
$10K ﹤0.01%
600
+72
667
$10K ﹤0.01%
+118
668
$10K ﹤0.01%
71
+17
669
$10K ﹤0.01%
43
+7
670
$10K ﹤0.01%
130
671
$10K ﹤0.01%
850
672
$10K ﹤0.01%
261
673
$10K ﹤0.01%
425
674
$10K ﹤0.01%
208
675
$10K ﹤0.01%
339
25 26
27
28 29