We are live on ! Find out more
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
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,172
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.12M
3
+$1.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.35M
5
MSFT icon
Microsoft
MSFT
+$1.14M

Top Sells

1
+$7.63M
2
+$5.47M
3
+$1.64M
4
CVX icon
Chevron
CVX
+$1.33M
5
FIS icon
Fidelity National Information Services
FIS
+$448K

Sector Composition

1 Healthcare 25.15%
2 Technology 5.29%
3 Energy 4.13%
4 Financials 3.62%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$4K ﹤0.01%
+105
827
$4K ﹤0.01%
+32
828
$4K ﹤0.01%
+76
829
$4K ﹤0.01%
+57
830
$4K ﹤0.01%
+10
831
$4K ﹤0.01%
+220
832
$4K ﹤0.01%
52
+36
833
$4K ﹤0.01%
+45
834
$4K ﹤0.01%
+64
835
$4K ﹤0.01%
+211
836
$4K ﹤0.01%
36
+11
837
$4K ﹤0.01%
90
838
$4K ﹤0.01%
+296
839
$4K ﹤0.01%
+44
840
$4K ﹤0.01%
+61
841
$4K ﹤0.01%
+52
842
$4K ﹤0.01%
+56
843
$4K ﹤0.01%
+10
844
$4K ﹤0.01%
+167
845
$4K ﹤0.01%
+23
846
$4K ﹤0.01%
22
847
$4K ﹤0.01%
+51
848
$4K ﹤0.01%
+59
849
$4K ﹤0.01%
+267
850
$4K ﹤0.01%
+37
32 33
34
35 36