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

Top Buys

1
+$21.3M
2
+$19M
3
+$13.4M
4
TSLA icon
Tesla
TSLA
+$9.7M
5
AMD icon
Advanced Micro Devices
AMD
+$7.49M

Top Sells

1
+$13.8M
2
+$7.4M
3
+$3.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.49M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.91M

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
126
$352K 0.04%
+3,923
127
$342K 0.04%
8,110
-10,730
128
$339K 0.04%
+730
129
$336K 0.04%
+5,258
130
$336K 0.04%
+1,942
131
$334K 0.04%
+1,569
132
$333K 0.04%
+2,496
133
$333K 0.04%
7,546
134
$330K 0.04%
3,911
+1,385
135
$317K 0.04%
+1,013
136
$315K 0.04%
+7,502
137
$305K 0.04%
+3,443
138
$302K 0.04%
+5,211
139
$300K 0.04%
15,380
140
$299K 0.03%
+3,642
141
$288K 0.03%
+1,988
142
$285K 0.03%
10,192
-352
143
$268K 0.03%
3,009
144
$266K 0.03%
+1,520
145
$263K 0.03%
+1,068
146
$257K 0.03%
+2,726
147
$254K 0.03%
10,000
148
$250K 0.03%
+1,900
149
$250K 0.03%
2,778
-77
150
$249K 0.03%
+1,675
4 5
6
7 8