CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APLS icon
851
Apellis Pharmaceuticals
APLS
$2.2B
$1.99K ﹤0.01%
+88
FEZ icon
852
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.56B
$1.99K ﹤0.01%
32
CYTK icon
853
Cytokinetics
CYTK
$7.6B
$1.98K ﹤0.01%
+36
SLVM icon
854
Sylvamo
SLVM
$1.47B
$1.95K ﹤0.01%
+44
QGEN icon
855
Qiagen
QGEN
$8.23B
$1.92K ﹤0.01%
+43
CDE icon
856
Coeur Mining
CDE
$11.3B
$1.88K ﹤0.01%
100
VIV icon
857
Telefônica Brasil
VIV
$24.3B
$1.86K ﹤0.01%
+146
AU icon
858
AngloGold Ashanti
AU
$40.4B
$1.83K ﹤0.01%
+26
NTES icon
859
NetEase
NTES
$72B
$1.82K ﹤0.01%
+12
LNT icon
860
Alliant Energy
LNT
$17.7B
$1.82K ﹤0.01%
+27
CE icon
861
Celanese
CE
$6.37B
$1.81K ﹤0.01%
43
+37
ALLE icon
862
Allegion
ALLE
$12.3B
$1.77K ﹤0.01%
+10
KWEB icon
863
KraneShares CSI China Internet ETF
KWEB
$6.24B
$1.76K ﹤0.01%
42
BCH icon
864
Banco de Chile
BCH
$18.8B
$1.76K ﹤0.01%
+58
BCML icon
865
BayCom
BCML
$314M
$1.75K ﹤0.01%
+61
CBOE icon
866
Cboe Global Markets
CBOE
$29.7B
$1.72K ﹤0.01%
7
-49
AAL icon
867
American Airlines Group
AAL
$6.89B
$1.69K ﹤0.01%
150
-60
UTZ icon
868
Utz Brands
UTZ
$667M
$1.65K ﹤0.01%
+136
EXPI icon
869
eXp World Holdings
EXPI
$941M
$1.62K ﹤0.01%
+152
WSO icon
870
Watsco Inc
WSO
$15.2B
$1.62K ﹤0.01%
4
SNY icon
871
Sanofi
SNY
$107B
$1.6K ﹤0.01%
34
-35
FBTC icon
872
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.25B
$1.6K ﹤0.01%
+16
GLPG icon
873
Galapagos
GLPG
$2.11B
$1.59K ﹤0.01%
+46
BIIB icon
874
Biogen
BIIB
$26.6B
$1.54K ﹤0.01%
+11
EZU icon
875
iShare MSCI Eurozone ETF
EZU
$8.97B
$1.54K ﹤0.01%
25
33 34
35
36 37