CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$858M
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19M
3
+$13.4M
4
TSLA icon
Tesla
TSLA
+$9.7M
5
AMD icon
Advanced Micro Devices
AMD
+$7.49M

Top Sells

1
+$13.8M
2
+$7.4M
3
+$3.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.49M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.91M

Sector Composition

1 Healthcare 18.98%
2 Technology 7.35%
3 Financials 7.09%
4 Energy 3.04%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$5.17K ﹤0.01%
+109
727
$5.04K ﹤0.01%
+19
728
$5.03K ﹤0.01%
28
729
$5.01K ﹤0.01%
+24
730
$4.97K ﹤0.01%
+18
731
$4.95K ﹤0.01%
45
-25
732
$4.93K ﹤0.01%
+133
733
$4.92K ﹤0.01%
85
-201
734
$4.9K ﹤0.01%
+300
735
$4.9K ﹤0.01%
+90
736
$4.89K ﹤0.01%
+33
737
$4.81K ﹤0.01%
+347
738
$4.78K ﹤0.01%
+81
739
$4.76K ﹤0.01%
+80
740
$4.72K ﹤0.01%
+100
741
$4.65K ﹤0.01%
+19
742
$4.64K ﹤0.01%
+79
743
$4.62K ﹤0.01%
+25
744
$4.61K ﹤0.01%
+35
745
$4.61K ﹤0.01%
+21
746
$4.5K ﹤0.01%
25
-55
747
$4.47K ﹤0.01%
+47
748
$4.45K ﹤0.01%
+67
749
$4.44K ﹤0.01%
+7
750
$4.42K ﹤0.01%
+52
28 29
30
31 32