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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
726
$8K ﹤0.01%
150
727
$8K ﹤0.01%
141
728
$8K ﹤0.01%
240
729
$8K ﹤0.01%
722
+280
730
$8K ﹤0.01%
40
731
$8K ﹤0.01%
130
+57
732
$8K ﹤0.01%
285
+3
733
$8K ﹤0.01%
172
734
$8K ﹤0.01%
121
+13
735
$8K ﹤0.01%
246
736
$8K ﹤0.01%
83
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737
$8K ﹤0.01%
66
+23
738
$8K ﹤0.01%
185
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739
$8K ﹤0.01%
51
740
$8K ﹤0.01%
108
+22
741
$8K ﹤0.01%
452
742
$8K ﹤0.01%
209
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743
$8K ﹤0.01%
113
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744
$8K ﹤0.01%
+299
745
$7K ﹤0.01%
85
-23
746
$7K ﹤0.01%
204
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747
$7K ﹤0.01%
139
+20
748
$7K ﹤0.01%
27
+9
749
$7K ﹤0.01%
480
+37
750
$7K ﹤0.01%
8
28 29
30
31 32