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
851
$2.06K ﹤0.01%
+41
852
$2.06K ﹤0.01%
+9
853
$2.05K ﹤0.01%
+120
854
$1.97K ﹤0.01%
+24
855
$1.95K ﹤0.01%
+10
856
$1.82K ﹤0.01%
+7
857
$1.68K ﹤0.01%
+19
858
$1.65K ﹤0.01%
80
859
$1.64K ﹤0.01%
+11
860
$1.59K ﹤0.01%
+17
861
$1.57K ﹤0.01%
1,095
+11
862
$1.54K ﹤0.01%
38
-202
863
$1.51K ﹤0.01%
+45
864
$1.51K ﹤0.01%
+17
865
$1.5K ﹤0.01%
+1,016
866
$1.4K ﹤0.01%
+14
867
$1.4K ﹤0.01%
+67
868
$1.39K ﹤0.01%
30
869
$1.35K ﹤0.01%
+20
870
$1.32K ﹤0.01%
46
-8
871
$1.29K ﹤0.01%
6
+5
872
$1.28K ﹤0.01%
+105
873
$1.27K ﹤0.01%
25
874
$1.24K ﹤0.01%
69
875
$1.21K ﹤0.01%
24
33 34
35
36 37