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
876
$1.19K ﹤0.01%
18
877
$1.17K ﹤0.01%
+20
878
$1.14K ﹤0.01%
+19
879
$1.13K ﹤0.01%
58
880
$1.13K ﹤0.01%
+26
881
$1.1K ﹤0.01%
+12
882
$1.09K ﹤0.01%
113
883
$1.09K ﹤0.01%
+8
884
$1.05K ﹤0.01%
+49
885
$1.04K ﹤0.01%
+18
886
$1.04K ﹤0.01%
80
+1
887
$1.02K ﹤0.01%
+16
888
$976 ﹤0.01%
+77
889
$943 ﹤0.01%
+111
890
$882 ﹤0.01%
99
891
$864 ﹤0.01%
+125
892
$858 ﹤0.01%
7
-1
893
$815 ﹤0.01%
+27
894
$804 ﹤0.01%
11
+1
895
$793 ﹤0.01%
+76
896
$781 ﹤0.01%
+18
897
$764 ﹤0.01%
+4
898
$751 ﹤0.01%
+3
899
$747 ﹤0.01%
50
900
$710 ﹤0.01%
+25
34 35
36
37 38