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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
$1.13B
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
MDYG icon
901
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.98B
$1.76K ﹤0.01%
19
-69
LNT icon
902
Alliant Energy
LNT
$20B
$1.76K ﹤0.01%
27
LNG icon
903
Cheniere Energy
LNG
$50.6B
$1.75K ﹤0.01%
9
VIV icon
904
Telefônica Brasil
VIV
$21.5B
$1.73K ﹤0.01%
146
EAT icon
905
Brinker International
EAT
$7.35B
$1.72K ﹤0.01%
+12
GLDM icon
906
SPDR Gold MiniShares Trust
GLDM
$27.7B
$1.71K ﹤0.01%
+20
COF icon
907
Capital One
COF
$126B
$1.7K ﹤0.01%
+7
HOOD icon
908
Robinhood
HOOD
$88.9B
$1.7K ﹤0.01%
+15
MDYV icon
909
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.65B
$1.69K ﹤0.01%
20
-6
CARG icon
910
CarGurus
CARG
$2.98B
$1.69K ﹤0.01%
+44
LECO icon
911
Lincoln Electric
LECO
$14.6B
$1.68K ﹤0.01%
+7
EBAY icon
912
eBay
EBAY
$47.9B
$1.66K ﹤0.01%
+19
USB icon
913
US Bancorp
USB
$94.9B
$1.66K ﹤0.01%
31
-269
NTES icon
914
NetEase
NTES
$79.3B
$1.65K ﹤0.01%
12
SNY icon
915
Sanofi
SNY
$103B
$1.65K ﹤0.01%
34
NU icon
916
Nu Holdings
NU
$64B
$1.64K ﹤0.01%
+98
CSGP icon
917
CoStar Group
CSGP
$12.4B
$1.61K ﹤0.01%
+24
EZU icon
918
iShare MSCI Eurozone ETF
EZU
$9.38B
$1.6K ﹤0.01%
25
LYB icon
919
LyondellBasell Industries
LYB
$18B
$1.6K ﹤0.01%
+37
TH icon
920
Target Hospitality
TH
$2.02B
$1.6K ﹤0.01%
+200
IXUS icon
921
iShares Core MSCI Total International Stock ETF
IXUS
$57.8B
$1.59K ﹤0.01%
19
+1
FND icon
922
Floor & Decor
FND
$6.44B
$1.58K ﹤0.01%
26
-24
VRSK icon
923
Verisk Analytics
VRSK
$23.9B
$1.57K ﹤0.01%
7
+3
NOVT icon
924
Novanta
NOVT
$5.61B
$1.55K ﹤0.01%
+13
PHM icon
925
Pultegroup
PHM
$26.2B
$1.52K ﹤0.01%
+13
35 36
37
38 39