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
901
$608 ﹤0.01%
9
902
$593 ﹤0.01%
+2
903
$574 ﹤0.01%
+85
904
$564 ﹤0.01%
30
-81
905
$547 ﹤0.01%
7
906
$519 ﹤0.01%
+18
907
$489 ﹤0.01%
26
908
$473 ﹤0.01%
+11
909
$461 ﹤0.01%
+6
910
$457 ﹤0.01%
21
911
$442 ﹤0.01%
+2
912
$393 ﹤0.01%
+6
913
$273 ﹤0.01%
10
914
$258 ﹤0.01%
6
915
$253 ﹤0.01%
10
916
$199 ﹤0.01%
10
917
$174 ﹤0.01%
110
918
$163 ﹤0.01%
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919
$140 ﹤0.01%
10
920
$132 ﹤0.01%
8
921
$127 ﹤0.01%
3
922
$99 ﹤0.01%
4
923
$78 ﹤0.01%
3
924
$27 ﹤0.01%
+2
925
$19 ﹤0.01%
3
35 36
37
38 39