CA

Crewe Advisors Portfolio holdings

AUM $707M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
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
776
$3.94K ﹤0.01%
+79
777
$3.88K ﹤0.01%
+23
778
$3.85K ﹤0.01%
+50
779
$3.83K ﹤0.01%
+52
780
$3.77K ﹤0.01%
+110
781
$3.75K ﹤0.01%
+12
782
$3.74K ﹤0.01%
26
-1
783
$3.73K ﹤0.01%
13
784
$3.71K ﹤0.01%
+100
785
$3.65K ﹤0.01%
+68
786
$3.64K ﹤0.01%
+9
787
$3.64K ﹤0.01%
+8
788
$3.62K ﹤0.01%
+240
789
$3.55K ﹤0.01%
+196
790
$3.55K ﹤0.01%
+93
791
$3.54K ﹤0.01%
250
792
$3.54K ﹤0.01%
100
793
$3.53K ﹤0.01%
+34
794
$3.5K ﹤0.01%
+65
795
$3.48K ﹤0.01%
+46
796
$3.47K ﹤0.01%
+56
797
$3.45K ﹤0.01%
+73
798
$3.44K ﹤0.01%
176
799
$3.4K ﹤0.01%
+240
800
$3.35K ﹤0.01%
54
30 31
32
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