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CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
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
+$27.4M
2
+$19.7M
3
+$17.3M
4
AMD icon
Advanced Micro Devices
AMD
+$5.43M
5
TSLA icon
Tesla
TSLA
+$4.58M

Top Sells

1
+$827K
2
+$734K
3
+$644K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$137K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$95K

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%
301
802
$6K ﹤0.01%
66
+35
803
$6K ﹤0.01%
341
+164
804
$6K ﹤0.01%
75
805
$6K ﹤0.01%
124
+36
806
$6K ﹤0.01%
70
+2
807
$6K ﹤0.01%
104
+14
808
$6K ﹤0.01%
440
+140
809
$6K ﹤0.01%
+151
810
$6K ﹤0.01%
23
+7
811
$6K ﹤0.01%
261
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812
$6K ﹤0.01%
73
+13
813
$6K ﹤0.01%
119
814
$6K ﹤0.01%
46
+2
815
$6K ﹤0.01%
101
816
$6K ﹤0.01%
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817
$6K ﹤0.01%
33
818
$6K ﹤0.01%
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819
$6K ﹤0.01%
601
+147
820
$6K ﹤0.01%
3,910
821
$6K ﹤0.01%
97
+20
822
$6K ﹤0.01%
86
+34
823
$6K ﹤0.01%
31
824
$6K ﹤0.01%
129
+5
825
$6K ﹤0.01%
78
+19
31 32
33
34 35