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
1226
$1K ﹤0.01%
51
1227
$1K ﹤0.01%
+38
1228
$1K ﹤0.01%
+190
1229
$1K ﹤0.01%
+21
1230
$1K ﹤0.01%
+39
1231
$1K ﹤0.01%
21
1232
$1K ﹤0.01%
5
1233
$1K ﹤0.01%
+102
1234
$1K ﹤0.01%
56
1235
$1K ﹤0.01%
314
1236
$1K ﹤0.01%
64
1237
$1K ﹤0.01%
38
1238
$1K ﹤0.01%
+6
1239
$1K ﹤0.01%
+14
1240
$1K ﹤0.01%
7
1241
$0 ﹤0.01%
2
1242
$0 ﹤0.01%
6
1243
$0 ﹤0.01%
5
+3
1244
$0 ﹤0.01%
282
1245
$0 ﹤0.01%
+2
1246
$0 ﹤0.01%
11
1247
$0 ﹤0.01%
+16
1248
– –
-10
1249
$0 ﹤0.01%
17
+3
1250
$0 ﹤0.01%
265
48 49
50
51 52