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
751
$7K ﹤0.01%
205
+5
752
$7K ﹤0.01%
516
+400
753
$7K ﹤0.01%
198
754
$7K ﹤0.01%
2,190
+384
755
$7K ﹤0.01%
90
756
$7K ﹤0.01%
217
+42
757
$7K ﹤0.01%
41
+9
758
$7K ﹤0.01%
140
+27
759
$7K ﹤0.01%
50
+17
760
$7K ﹤0.01%
159
+49
761
$7K ﹤0.01%
110
+19
762
$7K ﹤0.01%
585
763
$7K ﹤0.01%
1,999
764
$7K ﹤0.01%
292
+3
765
$7K ﹤0.01%
112
+36
766
$7K ﹤0.01%
20
+8
767
$7K ﹤0.01%
101
+25
768
$7K ﹤0.01%
492
769
$7K ﹤0.01%
56
770
$7K ﹤0.01%
889
+133
771
$7K ﹤0.01%
115
+51
772
$7K ﹤0.01%
810
773
$7K ﹤0.01%
21
+12
774
$7K ﹤0.01%
25
+15
775
$7K ﹤0.01%
116
29 30
31
32 33