CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
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
AEE icon
951
Ameren
AEE
$31B
$1.3K ﹤0.01%
+13
LXU icon
952
LSB Industries
LXU
$1B
$1.27K ﹤0.01%
149
BAI
953
iShares A.I. Innovation and Tech Active ETF
BAI
$11.6B
$1.27K ﹤0.01%
38
UHAL icon
954
U-Haul Holding Co
UHAL
$9.87B
$1.26K ﹤0.01%
25
MNSO icon
955
MINISO
MNSO
$4.81B
$1.26K ﹤0.01%
67
MAA icon
956
Mid-America Apartment Communities
MAA
$14.7B
$1.25K ﹤0.01%
9
NANC icon
957
Unusual Whales Subversive Democratic Trading ETF
NANC
$258M
$1.23K ﹤0.01%
27
COO icon
958
Cooper Companies
COO
$13.9B
$1.23K ﹤0.01%
+15
CDW icon
959
CDW
CDW
$16.8B
$1.23K ﹤0.01%
+9
A icon
960
Agilent Technologies
A
$34.1B
$1.23K ﹤0.01%
+9
TGTX icon
961
TG Therapeutics
TGTX
$5.47B
$1.22K ﹤0.01%
+41
BMI icon
962
Badger Meter
BMI
$4.7B
$1.22K ﹤0.01%
+7
KEX icon
963
Kirby Corp
KEX
$7.64B
$1.21K ﹤0.01%
+11
XIFR
964
XPLR Infrastructure LP
XIFR
$970M
$1.2K ﹤0.01%
120
KNSL icon
965
Kinsale Capital Group
KNSL
$8.11B
$1.17K ﹤0.01%
3
-19
GOP
966
Unusual Whales Subversive Republican Trading ETF
GOP
$72.5M
$1.17K ﹤0.01%
32
SPSC icon
967
SPS Commerce
SPSC
$1.96B
$1.16K ﹤0.01%
+13
ACGL icon
968
Arch Capital
ACGL
$34.3B
$1.15K ﹤0.01%
12
ACHR icon
969
Archer Aviation
ACHR
$4.2B
$1.13K ﹤0.01%
150
TDC icon
970
Teradata
TDC
$2.44B
$1.13K ﹤0.01%
+37
TRNO icon
971
Terreno Realty
TRNO
$6.98B
$1.12K ﹤0.01%
+19
FLJP icon
972
Franklin FTSE Japan ETF
FLJP
$3.26B
$1.1K ﹤0.01%
+32
MORN icon
973
Morningstar
MORN
$6.6B
$1.09K ﹤0.01%
+5
RDY icon
974
Dr. Reddy's Laboratories
RDY
$11B
$1.08K ﹤0.01%
77
THRO
975
iShares U.S. Thematic Rotation Active ETF
THRO
$7.97B
$1.08K ﹤0.01%
28