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
651
$8.11K ﹤0.01%
+38
652
$8.1K ﹤0.01%
+1
653
$8.08K ﹤0.01%
+19
654
$8.02K ﹤0.01%
255
655
$7.99K ﹤0.01%
+155
656
$7.95K ﹤0.01%
+62
657
$7.92K ﹤0.01%
+23
658
$7.89K ﹤0.01%
42
659
$7.82K ﹤0.01%
16
-13
660
$7.78K ﹤0.01%
+73
661
$7.74K ﹤0.01%
+143
662
$7.72K ﹤0.01%
+128
663
$7.68K ﹤0.01%
+254
664
$7.52K ﹤0.01%
+12
665
$7.5K ﹤0.01%
+6
666
$7.4K ﹤0.01%
+28
667
$7.35K ﹤0.01%
+95
668
$7.3K ﹤0.01%
210
-133
669
$7.28K ﹤0.01%
+110
670
$7.25K ﹤0.01%
+34
671
$7.13K ﹤0.01%
438
+223
672
$7.13K ﹤0.01%
+48
673
$7.08K ﹤0.01%
+46
674
$6.99K ﹤0.01%
+22
675
$6.98K ﹤0.01%
+164
25 26
27
28 29