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
851
$5K ﹤0.01%
152
+38
852
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274
853
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18
854
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67
+20
855
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269
856
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869
857
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21
+7
858
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49
859
$5K ﹤0.01%
331
+156
860
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+128
861
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152
+48
862
$5K ﹤0.01%
+139
863
$5K ﹤0.01%
37
864
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84
865
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250
+200
866
$5K ﹤0.01%
130
+70
867
$5K ﹤0.01%
17
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868
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45
-356
869
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61
+16
870
$5K ﹤0.01%
17
871
$5K ﹤0.01%
65
+21
872
$5K ﹤0.01%
307
+136
873
$4K ﹤0.01%
200
874
$4K ﹤0.01%
77
875
$4K ﹤0.01%
176
33 34
35
36 37