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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
SLM icon
701
SLM Corp
SLM
$4.74B
$296 ﹤0.01%
+9
New +$275
INSW icon
702
International Seaways
INSW
$4.32B
$292 ﹤0.01%
8
+3
+60% +$108
SNDR icon
703
Schneider National
SNDR
$6.45B
$290 ﹤0.01%
12
-2
-14% -$46
RIVN icon
704
Rivian
RIVN
$24.4B
$289 ﹤0.01%
+21
New +$285
Z icon
705
Zillow
Z
$7.36B
$281 ﹤0.01%
+4
New +$270
BC icon
706
Brunswick
BC
$5.01B
$277 ﹤0.01%
5
– –
OC icon
707
Owens Corning
OC
$11.4B
$276 ﹤0.01%
2
– –
THNQ icon
708
ROBO Global Artificial Intelligence ETF
THNQ
$442M
$275 ﹤0.01%
+5
New +$240
SWK icon
709
Stanley Black & Decker
SWK
$13.6B
$271 ﹤0.01%
+4
New +$258
EMR icon
710
Emerson Electric
EMR
$75.8B
$267 ﹤0.01%
2
-3
-60% -$344
OVV icon
711
Ovintiv
OVV
$15.8B
$267 ﹤0.01%
7
– –
TPG icon
712
TPG
TPG
$6.89B
$263 ﹤0.01%
5
– –
HOLX
713
DELISTED
Hologic
HOLX
$261 ﹤0.01%
4
– –
GGG icon
714
Graco
GGG
$12.3B
$258 ﹤0.01%
3
-12
-80% -$994
LPX icon
715
Louisiana-Pacific
LPX
$5.2B
$258 ﹤0.01%
3
– –
ASH icon
716
Ashland
ASH
$3.05B
$252 ﹤0.01%
5
+1
+25% +$51
NBIX icon
717
Neurocrine Biosciences
NBIX
$17.4B
$252 ﹤0.01%
2
– –
RSG icon
718
Republic Services
RSG
$67.9B
$247 ﹤0.01%
+1
New +$247
EOG icon
719
EOG Resources
EOG
$73.2B
$240 ﹤0.01%
2
– –
CIM
720
Chimera Investment
CIM
$1.09B
$222 ﹤0.01%
16
– –
XYLD icon
721
Global X S&P 500 Covered Call ETF
XYLD
$3.22B
$222 ﹤0.01%
6
– –
CCI icon
722
Crown Castle
CCI
$34.4B
$206 ﹤0.01%
2
-11
-85% -$1.11K
JBLU icon
723
JetBlue
JBLU
$1.98B
$170 ﹤0.01%
40
-4,829
-99% -$21.6K
BKR icon
724
Baker Hughes
BKR
$56.8B
$154 ﹤0.01%
4
-83
-95% -$3.13K
SG icon
725
Sweetgreen
SG
$908M
$149 ﹤0.01%
10
– –
27 28
29
30 31

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