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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
-2.56%
1 Year Est. Return
+29.21%
3 Year Est. Return
+76.62%
5 Year Est. Return
+70.17%
10 Year Est. Return
–
AUM
$1.17B
AUM Growth
+$42.9M
Cap. Flow
+$85.4M
Cap. Flow %
7.29%
Top 10 Hldgs %
52.99%
Holding
1,171
New
72
Increased
375
Reduced
162
Closed
133

Top Buys

1
PACS icon
PACS Group
PACS
+$22.3M
2
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$15.5M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

1
TSLA icon
Tesla
TSLA
+$10.6M
2
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$4.25M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

1 Healthcare 8.3%
2 Technology 7.75%
3 Financials 6.58%
4 Energy 3.2%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WTM icon
726
White Mountains Insurance
WTM
$5.39B
$6.59K ﹤0.01%
3
– –
KWR icon
727
Quaker Houghton
KWR
$2.57B
$6.58K ﹤0.01%
53
– –
CRBN icon
728
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.13B
$6.52K ﹤0.01%
29
– –
MSCI icon
729
MSCI
MSCI
$45.2B
$6.47K ﹤0.01%
12
-3
-20% -$1.69K
WAL icon
730
Western Alliance Bancorporation
WAL
$8.79B
$6.45K ﹤0.01%
91
+15
+20% +$1.25K
DAPP icon
731
VanEck Digital Transformation ETF
DAPP
$241M
$6.43K ﹤0.01%
431
+1
+0.2% +$17
ROP icon
732
Roper Technologies
ROP
$36.4B
$6.37K ﹤0.01%
18
-14
-44% -$5.17K
SHM icon
733
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
$6.36K ﹤0.01%
+133
New +$6.41K
RKLB icon
734
Rocket Lab Corp
RKLB
$47.9B
$6.36K ﹤0.01%
99
– –
DAR icon
735
Darling Ingredients
DAR
$9.86B
$6.18K ﹤0.01%
100
– –
REGN icon
736
Regeneron Pharmaceuticals
REGN
$69.5B
$6.18K ﹤0.01%
8
– –
CM icon
737
Canadian Imperial Bank of Commerce
CM
$107B
$6.16K ﹤0.01%
65
– –
HCA icon
738
HCA Healthcare
HCA
$86.7B
$6.15K ﹤0.01%
13
+6
+86% +$3.02K
OKE icon
739
Oneok
OKE
$58.1B
$6.15K ﹤0.01%
68
+40
+143% +$3.29K
HAUZ icon
740
Xtrackers International Real Estate ETF
HAUZ
$1.03B
$6.1K ﹤0.01%
270
-81
-23% -$1.96K
TRTX
741
TPG RE Finance Trust
TRTX
$649M
$6.1K ﹤0.01%
781
– –
BOND icon
742
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.24B
$6.09K ﹤0.01%
66
– –
WDS icon
743
Woodside Energy
WDS
$39B
$6.09K ﹤0.01%
255
– –
RF icon
744
Regions Financial
RF
$26.5B
$6.09K ﹤0.01%
233
– –
TLH icon
745
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$6.04K ﹤0.01%
60
– –
HAL icon
746
Halliburton
HAL
$29.4B
$6K ﹤0.01%
154
+1
+0.7% +$35
RRX icon
747
Regal Rexnord
RRX
$13.9B
$5.99K ﹤0.01%
32
– –
CACI icon
748
CACI
CACI
$10.6B
$5.98K ﹤0.01%
11
– –
VICI icon
749
VICI Properties
VICI
$29.1B
$5.96K ﹤0.01%
218
+191
+707% +$5.47K
IMAX icon
750
IMAX
IMAX
$2.11B
$5.89K ﹤0.01%
+155
New +$5.76K
28 29
30
31 32

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