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
$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

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
1201
$1K ﹤0.01%
34
1202
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+46
1203
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+23
1204
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1205
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1206
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1207
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1208
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+258
1209
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1210
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125
1211
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+30
1212
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+50
1213
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1214
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1215
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1216
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1217
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+14
1218
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1219
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1220
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1221
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+421
1222
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+14
1223
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26
1224
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1225
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26