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CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,171
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$15.5M
3
+$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

1
+$10.6M
2
+$4.25M
3
+$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

1 Healthcare 8.3%
2 Technology 7.75%
3 Financials 6.58%
4 Energy 3.2%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRS icon
851
TriMas Corp
TRS
$1.48B
$3.16K ﹤0.01%
88
FBND icon
852
Fidelity Total Bond ETF
FBND
$26.5B
$3.15K ﹤0.01%
69
SMFG icon
853
Sumitomo Mitsui Financial
SMFG
$164B
$3.14K ﹤0.01%
159
STX icon
854
Seagate
STX
$206B
$3.13K ﹤0.01%
8
+1
ODFL icon
855
Old Dominion Freight Line
ODFL
$47.3B
$3.13K ﹤0.01%
16
-4
NCLH icon
856
Norwegian Cruise Line
NCLH
$9B
$3.12K ﹤0.01%
167
COF icon
857
Capital One
COF
$124B
$3.1K ﹤0.01%
17
+10
DGICA icon
858
Donegal Group Class A
DGICA
$699M
$3.09K ﹤0.01%
180
VXUS icon
859
Vanguard Total International Stock ETF
VXUS
$152B
$3.08K ﹤0.01%
+40
SLYV icon
860
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.85B
$3.03K ﹤0.01%
32
-16
NTNX icon
861
Nutanix
NTNX
$14.8B
$3K ﹤0.01%
79
WF icon
862
Woori Financial
WF
$15.5B
$3K ﹤0.01%
45
HSBC icon
863
HSBC
HSBC
$340B
$2.97K ﹤0.01%
36
-12
XYL icon
864
Xylem
XYL
$28.8B
$2.87K ﹤0.01%
+24
WDAY icon
865
Workday
WDAY
$34.3B
$2.86K ﹤0.01%
22
+9
KWEB icon
866
KraneShares CSI China Internet ETF
KWEB
$5.24B
$2.84K ﹤0.01%
+100
CE icon
867
Celanese
CE
$5.15B
$2.83K ﹤0.01%
43
RGTI icon
868
Rigetti Computing
RGTI
$5.5B
$2.81K ﹤0.01%
200
+100
NTRS icon
869
Northern Trust
NTRS
$34B
$2.79K ﹤0.01%
20
RAL
870
Ralliant Corp
RAL
$7.75B
$2.75K ﹤0.01%
66
TECK icon
871
Teck Resources
TECK
$29.3B
$2.74K ﹤0.01%
53
BRBR icon
872
BellRing Brands
BRBR
$1.45B
$2.74K ﹤0.01%
170
-276
TQQQ icon
873
ProShares UltraPro QQQ
TQQQ
$37.2B
$2.71K ﹤0.01%
65
+45
ABR icon
874
Arbor Realty Trust
ABR
$971M
$2.69K ﹤0.01%
349
+90
INVH icon
875
Invitation Homes
INVH
$17.6B
$2.67K ﹤0.01%
108
33 34
35
36 37