CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
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
OKE icon
876
Oneok
OKE
$55.7B
$2.06K ﹤0.01%
28
-617
ADP icon
877
Automatic Data Processing
ADP
$83.7B
$2.06K ﹤0.01%
+8
LHX icon
878
L3Harris
LHX
$56.7B
$2.06K ﹤0.01%
+7
IDXX icon
879
Idexx Laboratories
IDXX
$41.6B
$2.03K ﹤0.01%
+3
ZS icon
880
Zscaler
ZS
$24.4B
$2.02K ﹤0.01%
9
HALO icon
881
Halozyme
HALO
$8.12B
$2.02K ﹤0.01%
+30
ABR icon
882
Arbor Realty Trust
ABR
$1.14B
$2.01K ﹤0.01%
259
+22
PODD icon
883
Insulet
PODD
$10.3B
$1.99K ﹤0.01%
+7
TNC icon
884
Tennant Co
TNC
$1.41B
$1.99K ﹤0.01%
27
TME icon
885
Tencent Music
TME
$14B
$1.96K ﹤0.01%
112
KSPI icon
886
Kaspi.kz JSC
KSPI
$16.7B
$1.95K ﹤0.01%
25
BIIB icon
887
Biogen
BIIB
$30.1B
$1.94K ﹤0.01%
11
QGEN icon
888
Qiagen
QGEN
$6.75B
$1.93K ﹤0.01%
43
STX icon
889
Seagate
STX
$184B
$1.93K ﹤0.01%
+7
KMI icon
890
Kinder Morgan
KMI
$72.9B
$1.87K ﹤0.01%
68
+22
PEN icon
891
Penumbra
PEN
$12.7B
$1.87K ﹤0.01%
+6
KRMN
892
Karman Holdings
KRMN
$8.72B
$1.83K ﹤0.01%
+25
CE icon
893
Celanese
CE
$6.62B
$1.82K ﹤0.01%
43
ROST icon
894
Ross Stores
ROST
$68.4B
$1.8K ﹤0.01%
+10
NNE
895
Nano Nuclear Energy
NNE
$1.43B
$1.8K ﹤0.01%
75
-25
BCML icon
896
BayCom
BCML
$330M
$1.79K ﹤0.01%
61
CDE icon
897
Coeur Mining
CDE
$20.6B
$1.78K ﹤0.01%
100
MNDY icon
898
monday.com
MNDY
$3.52B
$1.77K ﹤0.01%
+12
DOV icon
899
Dover
DOV
$28.9B
$1.76K ﹤0.01%
+9
MDYG icon
900
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.77B
$1.76K ﹤0.01%
19
-69
34 35
36
37 38