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CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
+6.64%
1 Year Est. Return
+29.21%
3 Year Est. Return
+76.62%
5 Year Est. Return
+70.17%
10 Year Est. Return
–
AUM
$707M
AUM Growth
-$4.71M
Cap. Flow
-$48.6M
Cap. Flow %
-6.88%
Top 10 Hldgs %
53.79%
Holding
842
New
126
Increased
192
Reduced
134
Closed
95

Top Buys

1
BND icon
Vanguard Total Bond Market
BND
+$39.1M
2
AAPL icon
Apple
AAPL
+$21.5M
3
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$104M
2
NVDA icon
NVIDIA
NVDA
+$21.2M
3
WCN
Waste Connections
WCN
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FULT icon
676
Fulton Financial
FULT
$4.6B
$361 ﹤0.01%
20
– –
DGX icon
677
Quest Diagnostics
DGX
$22.8B
$360 ﹤0.01%
2
– –
REG icon
678
Regency Centers
REG
$14.7B
$357 ﹤0.01%
5
– –
THO icon
679
Thor Industries
THO
$3.76B
$356 ﹤0.01%
4
-9
-69% -$711
IEX icon
680
IDEX
IEX
$16.4B
$352 ﹤0.01%
2
– –
TRGP icon
681
Targa Resources
TRGP
$60.3B
$349 ﹤0.01%
+2
New +$336
DKNG icon
682
DraftKings
DKNG
$12.6B
$344 ﹤0.01%
8
+1
+14% +$36
EQR icon
683
Equity Residential
EQR
$25.8B
$338 ﹤0.01%
5
– –
PPLI
684
People Inc
PPLI
$3.39B
$337 ﹤0.01%
9
-3
-25% -$108
BWA icon
685
BorgWarner
BWA
$13.1B
$335 ﹤0.01%
10
-1
-9% -$31
ON icon
686
ON Semiconductor
ON
$36.5B
$333 ﹤0.01%
+6
New +$261
CE icon
687
Celanese
CE
$5.22B
$332 ﹤0.01%
6
– –
LEN icon
688
Lennar Class A
LEN
$20.1B
$332 ﹤0.01%
3
– –
EIG icon
689
Employers Holdings
EIG
$921M
$331 ﹤0.01%
7
– –
RPM icon
690
RPM International
RPM
$13.1B
$330 ﹤0.01%
3
– –
SLGN icon
691
Silgan Holdings
SLGN
$4.72B
$326 ﹤0.01%
6
– –
INVA icon
692
Innoviva
INVA
$1.61B
$322 ﹤0.01%
16
– –
TXT icon
693
Textron
TXT
$15.5B
$322 ﹤0.01%
4
– –
RBLX icon
694
Roblox
RBLX
$39.3B
$316 ﹤0.01%
+3
New +$236
DOCU
695
DocuSign
DOCU
$9.42B
$312 ﹤0.01%
4
– –
LADR
696
Ladder Capital
LADR
$1.26B
$312 ﹤0.01%
29
-1
-3% -$11
WPC icon
697
W.P. Carey
WPC
$16B
$312 ﹤0.01%
5
– –
HST icon
698
Host Hotels & Resorts
HST
$15.9B
$308 ﹤0.01%
20
-1
-5% -$15
AYI icon
699
Acuity Brands
AYI
$9.77B
$299 ﹤0.01%
1
– –
EBAY icon
700
eBay
EBAY
$50.2B
$298 ﹤0.01%
+4
New +$283
26 27
28
29 30

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