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
951
$3K ﹤0.01%
85
952
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953
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39
+9
954
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+49
955
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34
956
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281
957
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32
+11
958
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263
959
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79
960
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292
+14
961
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962
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34
963
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+143
964
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417
965
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33
966
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+13
967
$3K ﹤0.01%
519
968
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44
969
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105
970
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971
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972
$3K ﹤0.01%
40
+2
973
$3K ﹤0.01%
910
+212
974
$3K ﹤0.01%
410
975
$3K ﹤0.01%
+31
37 38
39
40 41