CA

Crewe Advisors Portfolio holdings

AUM $707M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$858M
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19M
3
+$13.4M
4
TSLA icon
Tesla
TSLA
+$9.7M
5
AMD icon
Advanced Micro Devices
AMD
+$7.49M

Top Sells

1
+$13.8M
2
+$7.4M
3
+$3.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.49M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.91M

Sector Composition

1 Healthcare 18.98%
2 Technology 7.35%
3 Financials 7.09%
4 Energy 3.04%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$3.34K ﹤0.01%
+27
802
$3.33K ﹤0.01%
+64
803
$3.32K ﹤0.01%
11
-22
804
$3.32K ﹤0.01%
+117
805
$3.28K ﹤0.01%
+25
806
$3.22K ﹤0.01%
+210
807
$3.21K ﹤0.01%
215
808
$3.15K ﹤0.01%
+15
809
$3.15K ﹤0.01%
+56
810
$3.12K ﹤0.01%
71
811
$3.1K ﹤0.01%
+64
812
$3.1K ﹤0.01%
+85
813
$3.08K ﹤0.01%
+43
814
$3.02K ﹤0.01%
47
815
$3.01K ﹤0.01%
27
816
$3.01K ﹤0.01%
185
817
$3K ﹤0.01%
+46
818
$2.91K ﹤0.01%
105
-8
819
$2.91K ﹤0.01%
+68
820
$2.9K ﹤0.01%
+85
821
$2.89K ﹤0.01%
+85
822
$2.88K ﹤0.01%
+87
823
$2.86K ﹤0.01%
+200
824
$2.77K ﹤0.01%
+14
825
$2.76K ﹤0.01%
+7
31 32
33
34 35