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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
ACGL icon
951
Arch Capital
ACGL
$35.3B
$1.15K ﹤0.01%
12
NANC icon
952
Unusual Whales Subversive Democratic Trading ETF
NANC
$282M
$1.14K ﹤0.01%
27
LEN icon
953
Lennar Class A
LEN
$20.3B
$1.13K ﹤0.01%
13
+5
MAA icon
954
Mid-America Apartment Communities
MAA
$15.7B
$1.1K ﹤0.01%
9
SJM icon
955
J.M. Smucker
SJM
$11.9B
$1.06K ﹤0.01%
11
NIXT
956
Research Affiliates Deletions ETF
NIXT
$39.4M
$1.06K ﹤0.01%
38
THRO
957
iShares U.S. Thematic Rotation Active ETF
THRO
$6.5B
$1.01K ﹤0.01%
28
KVUE icon
958
Kenvue
KVUE
$37.4B
$1.01K ﹤0.01%
+59
VGLT icon
959
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
$997 ﹤0.01%
18
EG icon
960
Everest Group
EG
$14.7B
$981 ﹤0.01%
3
SLYG icon
961
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.1B
$967 ﹤0.01%
10
-55
SPYD icon
962
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.48B
$951 ﹤0.01%
21
EQR icon
963
Equity Residential
EQR
$25.8B
$948 ﹤0.01%
16
+5
EVR icon
964
Evercore
EVR
$12.9B
$896 ﹤0.01%
3
THNQ icon
965
ROBO Global Artificial Intelligence ETF
THNQ
$444M
$886 ﹤0.01%
15
ALHC icon
966
Alignment Healthcare
ALHC
$4.1B
$881 ﹤0.01%
50
MSI icon
967
Motorola Solutions
MSI
$70.2B
$868 ﹤0.01%
+2
SMCI icon
968
Super Micro Computer
SMCI
$18.3B
$843 ﹤0.01%
37
-8
BBY icon
969
Best Buy
BBY
$17.5B
$837 ﹤0.01%
13
+10
PAYX icon
970
Paychex
PAYX
$38.2B
$830 ﹤0.01%
9
+1
ALC icon
971
Alcon
ALC
$33.1B
$829 ﹤0.01%
11
-8
BNDX icon
972
Vanguard Total International Bond ETF
BNDX
$81.7B
$817 ﹤0.01%
17
-31
IGIB icon
973
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$799 ﹤0.01%
15
HRL icon
974
Hormel Foods
HRL
$13.6B
$793 ﹤0.01%
35
KHC icon
975
Kraft Heinz
KHC
$29.5B
$788 ﹤0.01%
35
37 38
39
40 41