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
826
$6K ﹤0.01%
+151
827
$6K ﹤0.01%
261
+70
828
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54
+11
829
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386
830
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28
831
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343
832
$5K ﹤0.01%
25
833
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83
834
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61
+2
835
$5K ﹤0.01%
79
836
$5K ﹤0.01%
+32
837
$5K ﹤0.01%
160
838
$5K ﹤0.01%
199
839
$5K ﹤0.01%
100
840
$5K ﹤0.01%
367
841
$5K ﹤0.01%
50
842
$5K ﹤0.01%
60
+20
843
$5K ﹤0.01%
31
844
$5K ﹤0.01%
169
+54
845
$5K ﹤0.01%
2,000
846
$5K ﹤0.01%
90
847
$5K ﹤0.01%
37
848
$5K ﹤0.01%
59
+21
849
$5K ﹤0.01%
1,000
850
$5K ﹤0.01%
196
32 33
34
35 36