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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
SMCI icon
726
Super Micro Computer
SMCI
$18B
$148 ﹤0.01%
+3
New +$116
CLOV icon
727
Clover Health Investments
CLOV
$2.51B
$140 ﹤0.01%
50
– –
OGN icon
728
Organon & Co
OGN
$3.55B
$117 ﹤0.01%
12
– –
TWST icon
729
Twist Bioscience
TWST
$5.76B
$111 ﹤0.01%
+3
New +$104
CG icon
730
Carlyle Group
CG
$16.2B
$103 ﹤0.01%
2
– –
KOSS icon
731
Koss Corp
KOSS
$36.7M
$102 ﹤0.01%
20
– –
URA icon
732
Global X Uranium ETF
URA
$5.73B
$90 ﹤0.01%
2
– –
SOUN icon
733
SoundHound AI
SOUN
$2.97B
$86 ﹤0.01%
8
– –
AMRN
734
Amarin Corp
AMRN
$307M
$82 ﹤0.01%
+5
New +$56
BLDP
735
Ballard Power Systems
BLDP
$892M
$80 ﹤0.01%
50
– –
AMTM
736
Amentum Holdings
AMTM
$5.06B
$71 ﹤0.01%
+3
New +$63
SGMO
737
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$55 ﹤0.01%
100
– –
APA icon
738
APA Corp
APA
$12B
$37 ﹤0.01%
2
– –
STNE icon
739
StoneCo
STNE
$2.71B
$33 ﹤0.01%
+2
New +$27
RDZN icon
740
Roadzen
RDZN
$101M
$30 ﹤0.01%
30
– –
AEO icon
741
American Eagle Outfitters
AEO
$2.71B
$29 ﹤0.01%
3
– –
CPRX icon
742
Catalyst Pharmaceutical
CPRX
$3.85B
$22 ﹤0.01%
+1
New +$24
FCEL icon
743
FuelCell Energy
FCEL
$1.68B
$17 ﹤0.01%
3
– –
SFL icon
744
SFL Corp
SFL
$1.5B
$17 ﹤0.01%
2
– –
CHPT icon
745
ChargePoint
CHPT
$164M
$12 ﹤0.01%
1
– –
CRNC icon
746
Cerence
CRNC
$471M
$11 ﹤0.01%
+1
New +$9
OPK icon
747
Opko Health
OPK
$929M
$2 ﹤0.01%
+1
New +$1
ABG icon
748
Asbury Automotive
ABG
$3.94B
– –
-10
Closed -$2.21K
AFRM icon
749
Affirm
AFRM
$28.1B
– –
-4
Closed -$181
AMC icon
750
AMC Entertainment Holdings
AMC
$1.76B
– –
-25
Closed -$72
28 29
30
31 32

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