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
976
– –
-950
977
– –
-2
978
– –
-1
979
– –
-1
980
– –
-30
981
– –
-1,061
982
– –
-188
983
– –
-348
984
– –
-315
985
– –
-154
986
– –
-148
987
– –
-45
988
– –
-91
989
– –
-10
990
– –
-3
991
– –
-6
992
– –
-512
993
– –
-101
994
– –
-3
995
– –
-8
996
– –
-1
997
– –
-28
998
– –
-1
999
– –
-24,550
1000
– –
-36
38 39
40
41 42