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
151
$247K 0.03%
+542
152
$236K 0.03%
+75
153
$232K 0.03%
2,111
+1,300
154
$229K 0.03%
+791
155
$227K 0.03%
+1,341
156
$226K 0.03%
+913
157
$224K 0.03%
+1,399
158
$222K 0.03%
2,170
+2,165
159
$222K 0.03%
+2,424
160
$219K 0.03%
+2,845
161
$219K 0.03%
+457
162
$216K 0.03%
4,250
+53
163
$216K 0.03%
+517
164
$215K 0.03%
1,310
-1,840
165
$212K 0.02%
+2,380
166
$207K 0.02%
+1,752
167
$207K 0.02%
+2,260
168
$201K 0.02%
+2,141
169
$195K 0.02%
8,844
170
$194K 0.02%
+1,528
171
$194K 0.02%
+1,489
172
$192K 0.02%
+3,038
173
$192K 0.02%
12,194
+11,657
174
$190K 0.02%
59,138
-600
175
$189K 0.02%
4,200
+4,050
5 6
7
8 9