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
$553M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,303
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$17.8M
3
+$15.7M
4
TSLA icon
Tesla
TSLA
+$4.35M
5
AMD icon
Advanced Micro Devices
AMD
+$4.04M

Top Sells

1
+$795K
2
+$692K
3
+$574K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$123K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$88.1K

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%
27
+9
752
$7K ﹤0.01%
480
+37
753
$7K ﹤0.01%
8
754
$7K ﹤0.01%
205
+5
755
$7K ﹤0.01%
516
+400
756
$7K ﹤0.01%
198
757
$7K ﹤0.01%
2,190
+384
758
$7K ﹤0.01%
90
759
$7K ﹤0.01%
217
+42
760
$7K ﹤0.01%
41
+9
761
$7K ﹤0.01%
140
+27
762
$7K ﹤0.01%
50
+17
763
$7K ﹤0.01%
159
+49
764
$7K ﹤0.01%
110
+19
765
$7K ﹤0.01%
585
766
$7K ﹤0.01%
905
+325
767
$7K ﹤0.01%
188
+43
768
$7K ﹤0.01%
8
769
$7K ﹤0.01%
97
+18
770
$7K ﹤0.01%
89
771
$7K ﹤0.01%
1,999
772
$7K ﹤0.01%
292
+3
773
$7K ﹤0.01%
112
+36
774
$7K ﹤0.01%
20
+8
775
$7K ﹤0.01%
101
+25
29 30
31
32 33