We are live on
!
Find out more
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
(+3.8%)
Cap. Flow
+$85.4M
Cap. Flow
% of AUM
7.29%
Top 10 Holdings %
Top 10 Hldgs %
52.99%
Holding
1,171
New
72
Increased
375
Reduced
162
Closed
133
Top Buys
| 1 |
PACS Group
PACS
|
+$22.3M |
| 2 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
+$15.5M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$11M |
| 4 |
Microsoft
MSFT
|
+$10.1M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$5.85M |
Top Sells
| 1 |
Tesla
TSLA
|
+$10.6M |
| 2 |
PGIM Ultra Short Bond ETF
PULS
|
+$4.25M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$2.29M |
| 4 |
Chevron
CVX
|
+$1.85M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
751
Purple Innovation
PRPL
$35.7M
| $5.85K | ﹤0.01% |
8,849
| – | – |
|
752
Centuri Holdings
CTRI
$2.61B
| $5.84K | ﹤0.01% |
200
| – | – |
|
753
Targa Resources
TRGP
$60B
| $5.77K | ﹤0.01% |
23
+20
| +667% | +$4.34K |
|
754
Coinbase
COIN
$41.5B
| $5.76K | ﹤0.01% |
33
+9
| +38% | +$1.77K |
|
755
Power Integrations
POWI
$3.87B
| $5.74K | ﹤0.01% |
112
| – | – |
|
756
IDEX
IEX
$16.4B
| $5.69K | ﹤0.01% |
30
| – | – |
|
757
Ross Stores
ROST
$70.4B
| $5.63K | ﹤0.01% |
26
+16
| +160% | +$3.19K |
|
758
Atlassian
TEAM
$24.4B
| $5.6K | ﹤0.01% |
82
+9
| +12% | +$887 |
|
759
Ecolab
ECL
$76.5B
| $5.59K | ﹤0.01% |
21
+17
| +425% | +$4.8K |
|
760
Triple Flag Precious Metals
TFPM
$5.7B
| $5.55K | ﹤0.01% |
160
| – | – |
|
761
Cellebrite
CLBT
$4.02B
| $5.51K | ﹤0.01% |
400
| – | – |
|
762
Toronto Dominion Bank
TD
$199B
| $5.51K | ﹤0.01% |
59
| – | – |
|
763
Devon Energy
DVN
$50.4B
| $5.43K | ﹤0.01% |
108
+19
| +21% | +$815 |
|
764
CAVA Group
CAVA
$8.45B
| $5.42K | ﹤0.01% |
67
+7
| +12% | +$510 |
|
765
Vericel Corp
VCEL
$2.43B
| $5.41K | ﹤0.01% |
168
-138
| -45% | -$4.9K |
|
766
Dollar General
DG
$27.2B
| $5.4K | ﹤0.01% |
45
| – | – |
|
767
Veeco
VECO
$3.4B
| $5.35K | ﹤0.01% |
158
| – | – |
|
768
Alerian MLP ETF
AMLP
$12.6B
| $5.26K | ﹤0.01% |
+100
| New | +$5.09K |
|
|
VSNT
769
Versant Media Group
VSNT
$5.05B
| $5.22K | ﹤0.01% |
+141
| New | +$4.75K |
|
770
Blue Owl Capital
OWL
$6.28B
| $5.21K | ﹤0.01% |
+570
| New | +$6.89K |
|
771
Barings BDC
BBDC
$886M
| $5.18K | ﹤0.01% |
630
| – | – |
|
772
Expeditors International
EXPD
$23B
| $5.16K | ﹤0.01% |
36
| – | – |
|
773
Biogen
BIIB
$30.9B
| $5.13K | ﹤0.01% |
28
+17
| +155% | +$3.13K |
|
774
Onto Innovation
ONTO
$15.1B
| $5.13K | ﹤0.01% |
25
| – | – |
|
775
ENI
E
$72B
| $5.09K | ﹤0.01% |
90
| – | – |
|
Similar funds
FG
TFA
OA
MTC
OCAI
JAG
BONST
NNPTE