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
$1.13B
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1 +$22.7M
2 +$2.48M
3 +$2.37M
4
BND icon
Vanguard Total Bond Market
BND
+$2.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.07M

Top Sells

1 +$8.88M
2 +$2.5M
3 +$1.16M
4
TSLA icon
Tesla
TSLA
+$1.13M
5
AAPL icon
Apple
AAPL
+$867K

Sector Composition

1 Healthcare 8.08%
2 Technology 7.93%
3 Financials 7.31%
4 Communication Services 3.22%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CNC icon
876
Centene
CNC
$20.8B
$2.06K ﹤0.01%
50
-150
OKE icon
877
Oneok
OKE
$51.8B
$2.06K ﹤0.01%
28
-617
LHX icon
878
L3Harris
LHX
$66.2B
$2.06K ﹤0.01%
+7
IDXX icon
879
Idexx Laboratories
IDXX
$51.8B
$2.03K ﹤0.01%
+3
ZS icon
880
Zscaler
ZS
$24.8B
$2.02K ﹤0.01%
9
HALO icon
881
Halozyme
HALO
$8.3B
$2.02K ﹤0.01%
+30
ABR icon
882
Arbor Realty Trust
ABR
$1.43B
$2.01K ﹤0.01%
259
+22
PODD icon
883
Insulet
PODD
$17.3B
$1.99K ﹤0.01%
+7
TNC icon
884
Tennant Co
TNC
$1.14B
$1.99K ﹤0.01%
27
TME icon
885
Tencent Music
TME
$22.7B
$1.96K ﹤0.01%
112
KSPI icon
886
Kaspi.kz JSC
KSPI
$13.7B
$1.95K ﹤0.01%
25
BIIB icon
887
Biogen
BIIB
$28.6B
$1.94K ﹤0.01%
11
QGEN icon
888
Qiagen
QGEN
$9.99B
$1.93K ﹤0.01%
43
STX icon
889
Seagate
STX
$92B
$1.93K ﹤0.01%
+7
KMI icon
890
Kinder Morgan
KMI
$72.9B
$1.87K ﹤0.01%
68
+22
PEN icon
891
Penumbra
PEN
$13.3B
$1.87K ﹤0.01%
+6
KRMN
892
Karman Holdings
KRMN
$11B
$1.83K ﹤0.01%
+25
CE icon
893
Celanese
CE
$5.81B
$1.82K ﹤0.01%
43
ROST icon
894
Ross Stores
ROST
$64.9B
$1.8K ﹤0.01%
+10
NNE
895
Nano Nuclear Energy
NNE
$1.42B
$1.8K ﹤0.01%
75
-25
BCML icon
896
BayCom
BCML
$322M
$1.79K ﹤0.01%
61
CDE icon
897
Coeur Mining
CDE
$15.8B
$1.78K ﹤0.01%
100
MNDY icon
898
monday.com
MNDY
$3.83B
$1.77K ﹤0.01%
+12
DOV icon
899
Dover
DOV
$31.2B
$1.76K ﹤0.01%
+9
CBOE icon
900
Cboe Global Markets
CBOE
$30.7B
$1.76K ﹤0.01%
7