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
701
$9K ﹤0.01%
131
+46
702
$9K ﹤0.01%
335
+3
703
$9K ﹤0.01%
187
+95
704
$9K ﹤0.01%
70
+16
705
$9K ﹤0.01%
329
+50
706
$9K ﹤0.01%
190
707
$9K ﹤0.01%
64
708
$8K ﹤0.01%
140
+61
709
$8K ﹤0.01%
+211
710
$8K ﹤0.01%
+299
711
$8K ﹤0.01%
113
+53
712
$8K ﹤0.01%
209
+117
713
$8K ﹤0.01%
452
714
$8K ﹤0.01%
49
+13
715
$8K ﹤0.01%
242
716
$8K ﹤0.01%
191
+74
717
$8K ﹤0.01%
129
+75
718
$8K ﹤0.01%
53
+30
719
$8K ﹤0.01%
80
+40
720
$8K ﹤0.01%
109
+37
721
$8K ﹤0.01%
484
722
$8K ﹤0.01%
182
+4
723
$8K ﹤0.01%
150
724
$8K ﹤0.01%
141
725
$8K ﹤0.01%
240
27 28
29
30 31