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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
QBTS icon
676
D-Wave Quantum
QBTS
$7.44B
$8.66K ﹤0.01%
600
LHX icon
677
L3Harris
LHX
$54.2B
$8.63K ﹤0.01%
25
+18
CCL icon
678
Carnival Corporation Ltd
CCL
$36.7B
$8.62K ﹤0.01%
333
-89
NOVT icon
679
Novanta
NOVT
$5.58B
$8.39K ﹤0.01%
71
+58
WDC icon
680
Western Digital
WDC
$201B
$8.39K ﹤0.01%
31
+23
CHDN icon
681
Churchill Downs
CHDN
$5.96B
$8.36K ﹤0.01%
93
EFG icon
682
iShares MSCI EAFE Growth ETF
EFG
$16.7B
$8.24K ﹤0.01%
74
KEX icon
683
Kirby Corp
KEX
$7.69B
$8.24K ﹤0.01%
62
+51
URNJ icon
684
Sprott Junior Uranium Miners ETF
URNJ
$333M
$8.2K ﹤0.01%
280
+3
CHT icon
685
Chunghwa Telecom
CHT
$32.1B
$8.2K ﹤0.01%
194
BALL icon
686
Ball Corp
BALL
$16.4B
$8.16K ﹤0.01%
138
OIH icon
687
VanEck Oil Services ETF
OIH
$2B
$8.09K ﹤0.01%
20
CNS icon
688
Cohen & Steers
CNS
$3.98B
$8.07K ﹤0.01%
129
SCM icon
689
Stellus Capital Investment Corp
SCM
$241M
$8.01K ﹤0.01%
870
+37
MVPA icon
690
Miller Value Partners Appreciation ETF
MVPA
$68.4M
$7.94K ﹤0.01%
254
IONQ icon
691
IonQ
IONQ
$16B
$7.93K ﹤0.01%
275
-24
SYF icon
692
Synchrony
SYF
$24.4B
$7.89K ﹤0.01%
116
+86
TGTX icon
693
TG Therapeutics
TGTX
$8.74B
$7.87K ﹤0.01%
237
+196
CPAY icon
694
Corpay
CPAY
$23.1B
$7.86K ﹤0.01%
27
+1
IJS icon
695
iShares S&P Small-Cap 600 Value ETF
IJS
$8B
$7.82K ﹤0.01%
66
CARG icon
696
CarGurus
CARG
$3.08B
$7.8K ﹤0.01%
229
+185
VEEV icon
697
Veeva Systems
VEEV
$30.9B
$7.73K ﹤0.01%
44
+8
TFC icon
698
Truist Financial
TFC
$64.4B
$7.72K ﹤0.01%
168
+161
ELF icon
699
e.l.f. Beauty
ELF
$4.52B
$7.7K ﹤0.01%
127
-21
FANG icon
700
Diamondback Energy
FANG
$51.6B
$7.52K ﹤0.01%
38
-13
26 27
28
29 30