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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
676
$10K ﹤0.01%
113
677
$10K ﹤0.01%
800
678
$10K ﹤0.01%
1,066
+411
679
$10K ﹤0.01%
261
+45
680
$10K ﹤0.01%
73
681
$9K ﹤0.01%
65
+13
682
$9K ﹤0.01%
100
683
$9K ﹤0.01%
41
+17
684
$9K ﹤0.01%
193
+58
685
$9K ﹤0.01%
53
+21
686
$9K ﹤0.01%
131
+46
687
$9K ﹤0.01%
335
+3
688
$9K ﹤0.01%
187
+95
689
$9K ﹤0.01%
70
+16
690
$9K ﹤0.01%
200
691
$9K ﹤0.01%
329
+50
692
$9K ﹤0.01%
219
693
$9K ﹤0.01%
33
+4
694
$9K ﹤0.01%
43
695
$9K ﹤0.01%
72
696
$9K ﹤0.01%
190
697
$9K ﹤0.01%
64
698
$9K ﹤0.01%
562
699
$9K ﹤0.01%
197
+115
700
$9K ﹤0.01%
457
26 27
28
29 30