We are live on ! Find out more
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
$553M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,303
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$19.7M
3
+$17.3M
4
AMD icon
Advanced Micro Devices
AMD
+$5.43M
5
TSLA icon
Tesla
TSLA
+$4.58M

Top Sells

1
+$827K
2
+$734K
3
+$644K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$137K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$95K

Sector Composition

1 Healthcare 21.35%
2 Financials 7.74%
3 Technology 6.78%
4 Consumer Discretionary 4.25%
5 Energy 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$4K ﹤0.01%
20
+9
902
$4K ﹤0.01%
62
+34
903
$4K ﹤0.01%
80
+39
904
$4K ﹤0.01%
45
+9
905
$4K ﹤0.01%
220
906
$4K ﹤0.01%
90
907
$4K ﹤0.01%
68
+2
908
$4K ﹤0.01%
296
909
$4K ﹤0.01%
168
910
$4K ﹤0.01%
123
+40
911
$4K ﹤0.01%
+95
912
$4K ﹤0.01%
10
913
$4K ﹤0.01%
23
914
$4K ﹤0.01%
22
915
$4K ﹤0.01%
267
916
$4K ﹤0.01%
158
917
$4K ﹤0.01%
116
918
$4K ﹤0.01%
530
+255
919
$4K ﹤0.01%
264
920
$4K ﹤0.01%
126
-2,208
921
$4K ﹤0.01%
50
+16
922
$4K ﹤0.01%
211
923
$4K ﹤0.01%
76
+21
924
$4K ﹤0.01%
28
+15
925
$4K ﹤0.01%
54
+39
35 36
37
38 39