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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
776
$7K ﹤0.01%
115
+51
777
$7K ﹤0.01%
810
778
$7K ﹤0.01%
21
+12
779
$7K ﹤0.01%
25
+15
780
$7K ﹤0.01%
116
781
$7K ﹤0.01%
70
+33
782
$7K ﹤0.01%
859
+100
783
$7K ﹤0.01%
120
784
$7K ﹤0.01%
699
785
$6K ﹤0.01%
397
786
$6K ﹤0.01%
279
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787
$6K ﹤0.01%
386
788
$6K ﹤0.01%
28
789
$6K ﹤0.01%
71
+7
790
$6K ﹤0.01%
59
791
$6K ﹤0.01%
42
792
$6K ﹤0.01%
450
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793
$6K ﹤0.01%
60
+17
794
$6K ﹤0.01%
610
795
$6K ﹤0.01%
31
796
$6K ﹤0.01%
804
797
$6K ﹤0.01%
48
798
$6K ﹤0.01%
172
+86
799
$6K ﹤0.01%
+1,174
800
$6K ﹤0.01%
265
30 31
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