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
SE icon
801
Sea Limited
SE
$80.7B
$2.86K ﹤0.01%
+16
NWG icon
802
NatWest
NWG
$63.8B
$2.83K ﹤0.01%
+200
AMSF icon
803
AMERISAFE
AMSF
$774M
$2.72K ﹤0.01%
+62
MET icon
804
MetLife
MET
$49.9B
$2.72K ﹤0.01%
+33
SNAP icon
805
Snap
SNAP
$13.1B
$2.7K ﹤0.01%
350
-715
ZS icon
806
Zscaler
ZS
$46.2B
$2.7K ﹤0.01%
+9
AEG icon
807
Aegon
AEG
$12.2B
$2.69K ﹤0.01%
+337
NTRS icon
808
Northern Trust
NTRS
$24.6B
$2.69K ﹤0.01%
+20
IBN icon
809
ICICI Bank
IBN
$109B
$2.69K ﹤0.01%
+89
SAP icon
810
SAP
SAP
$277B
$2.67K ﹤0.01%
+10
SMFG icon
811
Sumitomo Mitsui Financial
SMFG
$112B
$2.66K ﹤0.01%
+159
WDAY icon
812
Workday
WDAY
$62.4B
$2.65K ﹤0.01%
+11
TME icon
813
Tencent Music
TME
$28.4B
$2.62K ﹤0.01%
+112
HSBC icon
814
HSBC
HSBC
$239B
$2.56K ﹤0.01%
+36
CVE icon
815
Cenovus Energy
CVE
$32.9B
$2.55K ﹤0.01%
+150
WF icon
816
Woori Financial
WF
$13.2B
$2.53K ﹤0.01%
+45
SHYG icon
817
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.82B
$2.51K ﹤0.01%
58
-12
HPE icon
818
Hewlett Packard
HPE
$28.2B
$2.46K ﹤0.01%
+100
PSKY
819
Paramount Skydance Corp
PSKY
$17.3B
$2.46K ﹤0.01%
+130
RACE icon
820
Ferrari
RACE
$68.3B
$2.43K ﹤0.01%
+5
AMH icon
821
American Homes 4 Rent
AMH
$11.9B
$2.39K ﹤0.01%
+72
HDB icon
822
HDFC Bank
HDB
$185B
$2.39K ﹤0.01%
+70
PMT
823
PennyMac Mortgage Investment
PMT
$1.12B
$2.39K ﹤0.01%
+195
UUUU icon
824
Energy Fuels
UUUU
$3.44B
$2.38K ﹤0.01%
+155
MTB icon
825
M&T Bank
MTB
$29.4B
$2.37K ﹤0.01%
+12