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
676
$6.98K ﹤0.01%
+16
677
$6.97K ﹤0.01%
+194
678
$6.96K ﹤0.01%
19
-1
679
$6.89K ﹤0.01%
+132
680
$6.82K ﹤0.01%
+52
681
$6.73K ﹤0.01%
20
682
$6.66K ﹤0.01%
+239
683
$6.66K ﹤0.01%
+72
684
$6.59K ﹤0.01%
+35
685
$6.53K ﹤0.01%
+73
686
$6.36K ﹤0.01%
+171
687
$6.32K ﹤0.01%
+98
688
$6.27K ﹤0.01%
+32
689
$6.25K ﹤0.01%
+162
690
$6.21K ﹤0.01%
+171
691
$6.2K ﹤0.01%
+89
692
$6.18K ﹤0.01%
+71
693
$6.16K ﹤0.01%
+15
694
$6.12K ﹤0.01%
+44
695
$6.07K ﹤0.01%
+71
696
$6.04K ﹤0.01%
77
697
$6.04K ﹤0.01%
+69
698
$6.01K ﹤0.01%
53
699
$5.93K ﹤0.01%
+80
700
$5.91K ﹤0.01%
75
26 27
28
29 30