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CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,171
New
Increased
Reduced
Closed

Top Buys

1 +$22.3M
2 +$15.5M
3 +$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

1 +$10.6M
2 +$4.25M
3 +$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

1 Healthcare 8.3%
2 Technology 7.75%
3 Financials 6.58%
4 Energy 3.2%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPTM icon
801
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.7B
$4.35K ﹤0.01%
55
VTRS icon
802
Viatris
VTRS
$18.9B
$4.34K ﹤0.01%
321
FROG icon
803
JFrog
FROG
$11B
$4.32K ﹤0.01%
+92
DPZ icon
804
Domino's
DPZ
$9.96B
$4.31K ﹤0.01%
12
RMD icon
805
ResMed
RMD
$29.6B
$4.27K ﹤0.01%
19
+17
AEM icon
806
Agnico Eagle Mines
AEM
$73.4B
$4.26K ﹤0.01%
21
-6
HR icon
807
Healthcare Realty
HR
$7.17B
$4.25K ﹤0.01%
250
ACT icon
808
Enact Holdings
ACT
$6.25B
$4.2K ﹤0.01%
103
EBAY icon
809
eBay
EBAY
$52B
$4.19K ﹤0.01%
46
+27
CWST icon
810
Casella Waste Systems
CWST
$6.16B
$4.13K ﹤0.01%
52
PHM icon
811
Pultegroup
PHM
$23.8B
$4.12K ﹤0.01%
35
+22
WU icon
812
Western Union
WU
$2.45B
$4.09K ﹤0.01%
469
+397
IMOS
813
ChipMOS TECHNOLOGIES
IMOS
$2.64B
$4.04K ﹤0.01%
113
PKG icon
814
Packaging Corp of America
PKG
$20.4B
$4.04K ﹤0.01%
19
+12
VRSK icon
815
Verisk Analytics
VRSK
$24.3B
$3.98K ﹤0.01%
21
+14
CVE icon
816
Cenovus Energy
CVE
$49.2B
$3.98K ﹤0.01%
150
GRMN
817
Garmin
GRMN
$46.9B
$3.94K ﹤0.01%
17
+14
EMR icon
818
Emerson Electric
EMR
$77.8B
$3.93K ﹤0.01%
30
+26
HIG icon
819
Hartford Financial Services
HIG
$38B
$3.92K ﹤0.01%
29
+18
SNAP icon
820
Snap
SNAP
$7.87B
$3.91K ﹤0.01%
850
+500
STT icon
821
State Street
STT
$49.9B
$3.8K ﹤0.01%
30
AZTA icon
822
Azenta
AZTA
$1.17B
$3.76K ﹤0.01%
178
+150
IQV icon
823
IQVIA
IQV
$34.7B
$3.75K ﹤0.01%
+22
ZTO icon
824
ZTO Express
ZTO
$18.1B
$3.75K ﹤0.01%
149
VWOB icon
825
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.08B
$3.75K ﹤0.01%
+57