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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
ASML icon
876
ASML
ASML
$693B
$2.64K ﹤0.01%
2
-2
TSN icon
877
Tyson Foods
TSN
$20.4B
$2.63K ﹤0.01%
41
+24
RJF icon
878
Raymond James Financial
RJF
$32.8B
$2.61K ﹤0.01%
+18
TTD icon
879
Trade Desk
TTD
$9.18B
$2.56K ﹤0.01%
113
+18
AU icon
880
AngloGold Ashanti
AU
$41.5B
$2.53K ﹤0.01%
26
DLR icon
881
Digital Realty Trust
DLR
$66.7B
$2.52K ﹤0.01%
14
+5
STUB
882
StubHub Holdings
STUB
$4.17B
$2.5K ﹤0.01%
400
MTB icon
883
M&T Bank
MTB
$35.5B
$2.48K ﹤0.01%
12
EVTV icon
884
Azio AI Holdings
EVTV
$29.9M
$2.46K ﹤0.01%
1,470
QYLD icon
885
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.37B
$2.45K ﹤0.01%
143
+4
AEG icon
886
Aegon
AEG
$13B
$2.45K ﹤0.01%
337
RDDT icon
887
Reddit
RDDT
$37.6B
$2.42K ﹤0.01%
+18
AMT icon
888
American Tower
AMT
$78.5B
$2.42K ﹤0.01%
14
-18
CTS icon
889
CTS Corp
CTS
$1.72B
$2.39K ﹤0.01%
+50
HPE icon
890
Hewlett Packard
HPE
$64.3B
$2.38K ﹤0.01%
100
WPM icon
891
Wheaton Precious Metals
WPM
$50B
$2.36K ﹤0.01%
18
VIV icon
892
Telefônica Brasil
VIV
$22.3B
$2.32K ﹤0.01%
146
SO icon
893
Southern Company
SO
$108B
$2.32K ﹤0.01%
24
-2
RYN icon
894
Rayonier
RYN
$6.4B
$2.31K ﹤0.01%
112
+77
ECON icon
895
Columbia Emerging Markets Consumer ETF
ECON
$345M
$2.3K ﹤0.01%
80
MUFG icon
896
Mitsubishi UFJ Financial
MUFG
$244B
$2.26K ﹤0.01%
133
-55
HEFA icon
897
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.24B
$2.25K ﹤0.01%
53
CORP icon
898
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
$2.23K ﹤0.01%
23
SLB icon
899
SLB Ltd
SLB
$71.4B
$2.21K ﹤0.01%
+43
LCID icon
900
Lucid Motors
LCID
$2.17B
$2.2K ﹤0.01%
231
-1,380
34 35
36
37 38