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
$553M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,303
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$17.8M
3
+$15.7M
4
TSLA icon
Tesla
TSLA
+$4.35M
5
AMD icon
Advanced Micro Devices
AMD
+$4.04M

Top Sells

1
+$795K
2
+$692K
3
+$574K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$123K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$88.1K

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
801
$6K ﹤0.01%
59
802
$6K ﹤0.01%
42
803
$6K ﹤0.01%
450
-450
804
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60
+17
805
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610
806
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31
807
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804
808
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48
809
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172
+86
810
$6K ﹤0.01%
+1,174
811
$6K ﹤0.01%
265
812
$6K ﹤0.01%
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813
$6K ﹤0.01%
66
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814
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341
+164
815
$6K ﹤0.01%
75
816
$6K ﹤0.01%
124
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817
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70
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104
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819
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440
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820
$6K ﹤0.01%
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821
$6K ﹤0.01%
261
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822
$6K ﹤0.01%
73
+13
823
$6K ﹤0.01%
119
824
$6K ﹤0.01%
+204
825
$6K ﹤0.01%
601
+147
31 32
33
34 35