We are live on ! Find out more
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
1276
$0 ﹤0.01%
3
1277
$0 ﹤0.01%
4
1278
$0 ﹤0.01%
1
1279
– –
0
1280
$0 ﹤0.01%
+11
1281
$0 ﹤0.01%
12
1282
$0 ﹤0.01%
20
1283
– –
0
1284
– –
-1,710
1285
$0 ﹤0.01%
4
1286
$0 ﹤0.01%
8
1287
– –
0
1288
$0 ﹤0.01%
203
1289
$0 ﹤0.01%
40
1290
– –
-25
1291
– –
-182
1292
– –
-112
1293
– –
-700
1294
– –
-295
1295
– –
-81
1296
– –
-31
1297
– –
-663
1298
$0 ﹤0.01%
20
1299
$0 ﹤0.01%
+2
1300
– –
-57
49 50 51
52
53