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
SRPT icon
801
Sarepta Therapeutics
SRPT
$1.99B
$3.34K ﹤0.01%
155
HCA icon
802
HCA Healthcare
HCA
$118B
$3.27K ﹤0.01%
+7
DVN icon
803
Devon Energy
DVN
$26.4B
$3.26K ﹤0.01%
89
+26
SPAB icon
804
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.21B
$3.22K ﹤0.01%
+125
BKLN icon
805
Invesco Senior Loan ETF
BKLN
$7.02B
$3.19K ﹤0.01%
+152
FBND icon
806
Fidelity Total Bond ETF
FBND
$24.7B
$3.18K ﹤0.01%
+69
TRU icon
807
TransUnion
TRU
$13.9B
$3.17K ﹤0.01%
37
ILMN icon
808
Illumina
ILMN
$18.8B
$3.15K ﹤0.01%
24
AES icon
809
AES
AES
$11.7B
$3.14K ﹤0.01%
+219
ODFL icon
810
Old Dominion Freight Line
ODFL
$41.1B
$3.14K ﹤0.01%
20
+5
PPA icon
811
Invesco Aerospace & Defense ETF
PPA
$8.11B
$3.13K ﹤0.01%
20
TRS icon
812
TriMas Corp
TRS
$1.5B
$3.12K ﹤0.01%
88
EVRG icon
813
Evergy
EVRG
$19B
$3.12K ﹤0.01%
43
-430
ZTO icon
814
ZTO Express
ZTO
$19B
$3.11K ﹤0.01%
149
SMFG icon
815
Sumitomo Mitsui Financial
SMFG
$143B
$3.07K ﹤0.01%
159
CSX icon
816
CSX Corp
CSX
$78.5B
$3.04K ﹤0.01%
+84
INVH icon
817
Invitation Homes
INVH
$15.7B
$2.99K ﹤0.01%
108
MUFG icon
818
Mitsubishi UFJ Financial
MUFG
$211B
$2.98K ﹤0.01%
188
+55
SPG icon
819
Simon Property Group
SPG
$64.8B
$2.96K ﹤0.01%
+16
MKC icon
820
McCormick & Company Non-Voting
MKC
$18.8B
$2.93K ﹤0.01%
43
FNV icon
821
Franco-Nevada
FNV
$53.2B
$2.9K ﹤0.01%
14
SNAP icon
822
Snap
SNAP
$8.56B
$2.83K ﹤0.01%
350
SNPS icon
823
Synopsys
SNPS
$85.9B
$2.82K ﹤0.01%
6
+3
MEDP icon
824
Medpace
MEDP
$12.6B
$2.81K ﹤0.01%
+5
FTI icon
825
TechnipFMC
FTI
$26.8B
$2.81K ﹤0.01%
+63