CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1 +$132M
2 +$31.2M
3 +$18.6M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.1M

Top Sells

1 +$1.21M
2 +$1.08M
3 +$1.08M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$523K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$522K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CTSH icon
776
Cognizant
CTSH
$41.2B
$3.35K ﹤0.01%
50
ESAB icon
777
ESAB
ESAB
$7.3B
$3.35K ﹤0.01%
+30
LYG icon
778
Lloyds Banking Group
LYG
$79.5B
$3.33K ﹤0.01%
+734
ONTO icon
779
Onto Innovation
ONTO
$9.42B
$3.23K ﹤0.01%
25
-4
MFG icon
780
Mizuho Financial
MFG
$98.1B
$3.2K ﹤0.01%
+477
INVH icon
781
Invitation Homes
INVH
$16.2B
$3.16K ﹤0.01%
108
E icon
782
ENI
E
$55.2B
$3.15K ﹤0.01%
+90
IONS icon
783
Ionis Pharmaceuticals
IONS
$13B
$3.14K ﹤0.01%
+48
FNV icon
784
Franco-Nevada
FNV
$44.1B
$3.12K ﹤0.01%
+14
PPA icon
785
Invesco Aerospace & Defense ETF
PPA
$7.51B
$3.11K ﹤0.01%
20
EXC icon
786
Exelon
EXC
$43.7B
$3.11K ﹤0.01%
+69
TRU icon
787
TransUnion
TRU
$17B
$3.1K ﹤0.01%
+37
DAR icon
788
Darling Ingredients
DAR
$6.18B
$3.09K ﹤0.01%
100
TIGO icon
789
Millicom
TIGO
$8.38B
$3.06K ﹤0.01%
+63
UL icon
790
Unilever
UL
$140B
$3.02K ﹤0.01%
+45
SWKS icon
791
Skyworks Solutions
SWKS
$9.02B
$3K ﹤0.01%
+39
TU icon
792
Telus
TU
$20.7B
$3K ﹤0.01%
+190
CBRE icon
793
CBRE Group
CBRE
$49.2B
$2.99K ﹤0.01%
19
+15
SRPT icon
794
Sarepta Therapeutics
SRPT
$2.5B
$2.99K ﹤0.01%
+155
RCL icon
795
Royal Caribbean
RCL
$85B
$2.91K ﹤0.01%
9
+7
TEF icon
796
Telefonica
TEF
$21.9B
$2.91K ﹤0.01%
+573
ABR icon
797
Arbor Realty Trust
ABR
$1.58B
$2.9K ﹤0.01%
237
RAL
798
Ralliant Corp
RAL
$5.92B
$2.89K ﹤0.01%
66
MKC icon
799
McCormick & Company Non-Voting
MKC
$18.2B
$2.88K ﹤0.01%
43
+37
ZTO icon
800
ZTO Express
ZTO
$17.1B
$2.86K ﹤0.01%
+149