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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
$1.17B
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
CSX icon
901
CSX Corp
CSX
$91.8B
$2.18K ﹤0.01%
53
-31
BCH icon
902
Banco de Chile
BCH
$20.6B
$2.15K ﹤0.01%
58
ES icon
903
Eversource Energy
ES
$28.1B
$2.15K ﹤0.01%
31
NRG icon
904
NRG Energy
NRG
$29.6B
$2.05K ﹤0.01%
14
OXY.WS icon
905
Occidental Petroleum Corp Warrants
OXY.WS
$29.1B
$2.02K ﹤0.01%
47
FEZ icon
906
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.31B
$1.99K ﹤0.01%
32
CBOE icon
907
Cboe Global Markets
CBOE
$28.1B
$1.97K ﹤0.01%
7
CCI icon
908
Crown Castle
CCI
$34.8B
$1.95K ﹤0.01%
24
+19
LNT icon
909
Alliant Energy
LNT
$19.7B
$1.94K ﹤0.01%
27
DXCM icon
910
DexCom
DXCM
$28.9B
$1.88K ﹤0.01%
30
+23
EOG icon
911
EOG Resources
EOG
$71.4B
$1.88K ﹤0.01%
13
+5
CDE icon
912
Coeur Mining
CDE
$16.5B
$1.88K ﹤0.01%
100
KLAR
913
Klarna Group
KLAR
$7.42B
$1.85K ﹤0.01%
141
UAL icon
914
United Airlines
UAL
$40.9B
$1.84K ﹤0.01%
20
+12
LYV icon
915
Live Nation Entertainment
LYV
$41.8B
$1.83K ﹤0.01%
12
+7
BCML icon
916
BayCom
BCML
$364M
$1.81K ﹤0.01%
61
MFG icon
917
Mizuho Financial
MFG
$128B
$1.71K ﹤0.01%
215
-262
VST icon
918
Vistra
VST
$53.6B
$1.65K ﹤0.01%
11
+5
SNY icon
919
Sanofi
SNY
$104B
$1.64K ﹤0.01%
34
IXUS icon
920
iShares Core MSCI Total International Stock ETF
IXUS
$58.4B
$1.63K ﹤0.01%
19
CSGP icon
921
CoStar Group
CSGP
$11.6B
$1.61K ﹤0.01%
40
+16
BKE icon
922
Buckle
BKE
$2.19B
$1.61K ﹤0.01%
32
+26
AAL icon
923
American Airlines Group
AAL
$11.2B
$1.61K ﹤0.01%
150
A icon
924
Agilent Technologies
A
$37.9B
$1.6K ﹤0.01%
14
+5
EZU icon
925
iShare MSCI Eurozone ETF
EZU
$9.5B
$1.57K ﹤0.01%
25