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
751
$4.42K ﹤0.01%
+37
752
$4.39K ﹤0.01%
+18
753
$4.38K ﹤0.01%
+118
754
$4.37K ﹤0.01%
+27
755
$4.37K ﹤0.01%
+29
756
$4.31K ﹤0.01%
+20
757
$4.3K ﹤0.01%
+42
758
$4.26K ﹤0.01%
+185
759
$4.26K ﹤0.01%
+124
760
$4.22K ﹤0.01%
+18
761
$4.21K ﹤0.01%
+41
762
$4.2K ﹤0.01%
+8
763
$4.19K ﹤0.01%
100
764
$4.19K ﹤0.01%
+41
765
$4.18K ﹤0.01%
+27
766
$4.17K ﹤0.01%
+25
767
$4.16K ﹤0.01%
250
768
$4.14K ﹤0.01%
+57
769
$4.12K ﹤0.01%
+68
770
$4.09K ﹤0.01%
+846
771
$4.09K ﹤0.01%
+7
772
$4.08K ﹤0.01%
54
773
$3.99K ﹤0.01%
+30
774
$3.99K ﹤0.01%
+25
775
$3.97K ﹤0.01%
+89
29 30
31
32 33