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
826
$2.75K ﹤0.01%
+62
827
$2.75K ﹤0.01%
+372
828
$2.73K ﹤0.01%
+54
829
$2.72K ﹤0.01%
45
830
$2.7K ﹤0.01%
+80
831
$2.67K ﹤0.01%
62
+56
832
$2.65K ﹤0.01%
82
833
$2.61K ﹤0.01%
404
834
$2.58K ﹤0.01%
+30
835
$2.53K ﹤0.01%
38
836
$2.5K ﹤0.01%
+32
837
$2.48K ﹤0.01%
+26
838
$2.48K ﹤0.01%
+10
839
$2.44K ﹤0.01%
+39
840
$2.33K ﹤0.01%
+45
841
$2.29K ﹤0.01%
+72
842
$2.27K ﹤0.01%
+47
843
$2.2K ﹤0.01%
30
844
$2.2K ﹤0.01%
1,412
845
$2.2K ﹤0.01%
100
846
$2.19K ﹤0.01%
+19
847
$2.16K ﹤0.01%
+16
848
$2.11K ﹤0.01%
+15
849
$2.09K ﹤0.01%
+9
850
$2.08K ﹤0.01%
+25
32 33
34
35 36