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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
$1.17B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,171
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$15.5M
3
+$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

1
+$10.6M
2
+$4.25M
3
+$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

1 Healthcare 8.3%
2 Technology 7.75%
3 Financials 6.58%
4 Energy 3.2%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLE icon
151
State Street Energy Select Sector SPDR ETF
XLE
$36.6B
$381K 0.03%
6,222
+2,596
PANW icon
152
Palo Alto Networks
PANW
$266B
$380K 0.03%
2,368
+126
EPI icon
153
WisdomTree India Earnings Fund ETF
EPI
$2.11B
$373K 0.03%
9,150
+2,500
LIN icon
154
Linde
LIN
$245B
$373K 0.03%
752
+16
MS icon
155
Morgan Stanley
MS
$351B
$372K 0.03%
2,258
+21
CMI icon
156
Cummins
CMI
$93.3B
$363K 0.03%
675
+25
APP icon
157
Applovin
APP
$170B
$362K 0.03%
910
+17
ENSG icon
158
The Ensign Group
ENSG
$9.85B
$360K 0.03%
1,788
-1,500
SYK icon
159
Stryker
SYK
$126B
$355K 0.03%
1,082
+37
XLF icon
160
State Street Financial Select Sector SPDR ETF
XLF
$53.5B
$355K 0.03%
7,182
-196
IWR icon
161
iShares Russell Mid-Cap ETF
IWR
$56.8B
$345K 0.03%
3,549
PFE icon
162
Pfizer
PFE
$138B
$345K 0.03%
12,286
+33
HON icon
163
Honeywell
HON
$71.7B
$340K 0.03%
1,503
+45
C icon
164
Citigroup
C
$240B
$339K 0.03%
2,988
-18
NEE icon
165
NextEra Energy
NEE
$183B
$337K 0.03%
3,624
+94
PAVE icon
166
Global X US Infrastructure Development ETF
PAVE
$14.2B
$333K 0.03%
6,545
IBIT icon
167
iShares Bitcoin Trust
IBIT
$46.7B
$321K 0.03%
8,347
+168
JEF icon
168
Jefferies Financial Group
JEF
$12B
$311K 0.03%
7,546
AZO icon
169
AutoZone
AZO
$50.2B
$311K 0.03%
92
-2
INDA icon
170
iShares MSCI India ETF
INDA
$6.88B
$310K 0.03%
+6,623
SPYM
171
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$306K 0.03%
4,002
+2,169
BUFG icon
172
FT Vest Buffered Allocation Growth ETF
BUFG
$329M
$299K 0.03%
11,115
DIS icon
173
Walt Disney
DIS
$166B
$295K 0.03%
3,056
-54
OEF icon
174
iShares S&P 100 ETF
OEF
$20.4B
$295K 0.03%
926
-30
GDX icon
175
VanEck Gold Miners ETF
GDX
$22.9B
$292K 0.03%
3,186
5 6
7
8 9