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
$1.13B
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1 +$22.7M
2 +$2.48M
3 +$2.37M
4
BND icon
Vanguard Total Bond Market
BND
+$2.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.07M

Top Sells

1 +$8.88M
2 +$2.5M
3 +$1.16M
4
TSLA icon
Tesla
TSLA
+$1.13M
5
AAPL icon
Apple
AAPL
+$867K

Sector Composition

1 Healthcare 8.08%
2 Technology 7.93%
3 Financials 7.31%
4 Communication Services 3.22%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SEIC icon
776
SEI Investments
SEIC
$10.1B
$3.77K ﹤0.01%
46
HLT icon
777
Hilton Worldwide
HLT
$72.7B
$3.73K ﹤0.01%
13
+4
NCLH icon
778
Norwegian Cruise Line
NCLH
$11.2B
$3.73K ﹤0.01%
167
JCI icon
779
Johnson Controls International
JCI
$88B
$3.71K ﹤0.01%
+31
GD icon
780
General Dynamics
GD
$94.6B
$3.7K ﹤0.01%
11
-306
SE icon
781
Sea Limited
SE
$63.8B
$3.7K ﹤0.01%
29
+13
PYPL icon
782
PayPal
PYPL
$41.1B
$3.68K ﹤0.01%
63
-5
MGM icon
783
MGM Resorts International
MGM
$9.28B
$3.65K ﹤0.01%
100
-3,000
TEL icon
784
TE Connectivity
TEL
$69.1B
$3.64K ﹤0.01%
+16
TTEK icon
785
Tetra Tech
TTEK
$9.2B
$3.62K ﹤0.01%
108
RGEN icon
786
Repligen
RGEN
$7.46B
$3.6K ﹤0.01%
+22
DAR icon
787
Darling Ingredients
DAR
$8.33B
$3.6K ﹤0.01%
100
DGICA icon
788
Donegal Group Class A
DGICA
$650M
$3.6K ﹤0.01%
180
TTD icon
789
Trade Desk
TTD
$11.7B
$3.59K ﹤0.01%
95
-138
CYBR
790
DELISTED
CyberArk
CYBR
$3.57K ﹤0.01%
+8
CAVA icon
791
CAVA Group
CAVA
$9.46B
$3.52K ﹤0.01%
60
IBN icon
792
ICICI Bank
IBN
$110B
$3.52K ﹤0.01%
118
+29
LUV icon
793
Southwest Airlines
LUV
$24.9B
$3.51K ﹤0.01%
+85
TIGO icon
794
Millicom
TIGO
$11.9B
$3.49K ﹤0.01%
63
MFG icon
795
Mizuho Financial
MFG
$111B
$3.49K ﹤0.01%
477
SNA icon
796
Snap-on
SNA
$20B
$3.45K ﹤0.01%
+10
E icon
797
ENI
E
$67.1B
$3.42K ﹤0.01%
90
RAL
798
Ralliant Corp
RAL
$5.26B
$3.36K ﹤0.01%
66
ESAB icon
799
ESAB
ESAB
$7.82B
$3.35K ﹤0.01%
30
IMOS
800
ChipMOS TECHNOLOGIES
IMOS
$1.55B
$3.35K ﹤0.01%
113