CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$707M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1 +$39.6M
2 +$21.8M
3 +$8.31M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.25M
5
AMZN icon
Amazon
AMZN
+$5.91M

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
$3.21B
$361 ﹤0.01%
20
DGX icon
677
Quest Diagnostics
DGX
$20.8B
$360 ﹤0.01%
2
REG icon
678
Regency Centers
REG
$12.7B
$357 ﹤0.01%
5
THO icon
679
Thor Industries
THO
$5.21B
$356 ﹤0.01%
4
-9
IEX icon
680
IDEX
IEX
$12.3B
$352 ﹤0.01%
2
TRGP icon
681
Targa Resources
TRGP
$37.2B
$349 ﹤0.01%
+2
DKNG icon
682
DraftKings
DKNG
$14.7B
$344 ﹤0.01%
8
+1
EQR icon
683
Equity Residential
EQR
$22.6B
$338 ﹤0.01%
5
IAC icon
684
IAC Inc
IAC
$2.57B
$337 ﹤0.01%
9
-3
BWA icon
685
BorgWarner
BWA
$9.58B
$335 ﹤0.01%
10
-1
ON icon
686
ON Semiconductor
ON
$19.2B
$333 ﹤0.01%
+6
CE icon
687
Celanese
CE
$4.26B
$332 ﹤0.01%
6
LEN icon
688
Lennar Class A
LEN
$30.9B
$332 ﹤0.01%
3
EIG icon
689
Employers Holdings
EIG
$882M
$331 ﹤0.01%
7
RPM icon
690
RPM International
RPM
$13.7B
$330 ﹤0.01%
3
SLGN icon
691
Silgan Holdings
SLGN
$4.01B
$326 ﹤0.01%
6
INVA icon
692
Innoviva
INVA
$1.66B
$322 ﹤0.01%
16
TXT icon
693
Textron
TXT
$14.2B
$322 ﹤0.01%
4
RBLX icon
694
Roblox
RBLX
$71.8B
$316 ﹤0.01%
+3
DOCU icon
695
DocuSign
DOCU
$13.6B
$312 ﹤0.01%
4
LADR
696
Ladder Capital
LADR
$1.36B
$312 ﹤0.01%
29
-1
WPC icon
697
W.P. Carey
WPC
$14.8B
$312 ﹤0.01%
5
HST icon
698
Host Hotels & Resorts
HST
$12.1B
$308 ﹤0.01%
20
-1
AYI icon
699
Acuity Brands
AYI
$10.7B
$299 ﹤0.01%
1
EBAY icon
700
eBay
EBAY
$37.9B
$298 ﹤0.01%
+4