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
$553M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,303
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$17.8M
3
+$15.7M
4
TSLA icon
Tesla
TSLA
+$4.35M
5
AMD icon
Advanced Micro Devices
AMD
+$4.04M

Top Sells

1
+$795K
2
+$692K
3
+$574K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$123K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$88.1K

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
1001
$3K ﹤0.01%
42
1002
$3K ﹤0.01%
+11
1003
$3K ﹤0.01%
23
1004
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89
1005
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99
1006
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60
+32
1007
$3K ﹤0.01%
61
1008
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362
1009
$3K ﹤0.01%
300
1010
$3K ﹤0.01%
38
1011
$2K ﹤0.01%
83
1012
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+24
1013
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80
1014
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+34
1015
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+181
1016
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+150
1017
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+43
1018
$2K ﹤0.01%
80
+25
1019
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280
+90
1020
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92
1021
$2K ﹤0.01%
85
1022
$2K ﹤0.01%
28
1023
$2K ﹤0.01%
+330
1024
$2K ﹤0.01%
+19
1025
$2K ﹤0.01%
123
39 40
41
42 43