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
$858M
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$18.2M
3
+$14.2M
4
TSLA icon
Tesla
TSLA
+$10.8M
5
AMD icon
Advanced Micro Devices
AMD
+$7.26M

Top Sells

1
+$13.3M
2
+$6.35M
3
+$3.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.37M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.89M

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
1001
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1002
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1003
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1004
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1005
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-5
1006
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1007
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1008
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1009
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-2
1010
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1011
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-54
1012
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-10
1013
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1014
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1015
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-1,366
1016
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1017
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1018
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-45
1019
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1020
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1021
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1022
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1023
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1024
– –
-3
1025
– –
-1
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