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CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
+6.64%
1 Year Est. Return
+29.21%
3 Year Est. Return
+76.62%
5 Year Est. Return
+70.17%
10 Year Est. Return
–
AUM
$707M
AUM Growth
-$4.71M
Cap. Flow
-$48.6M
Cap. Flow %
-6.88%
Top 10 Hldgs %
53.79%
Holding
842
New
126
Increased
192
Reduced
134
Closed
95

Top Buys

1
BND icon
Vanguard Total Bond Market
BND
+$39.1M
2
AAPL icon
Apple
AAPL
+$21.5M
3
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$104M
2
NVDA icon
NVIDIA
NVDA
+$21.2M
3
WCN
Waste Connections
WCN
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHY icon
151
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$200K 0.03%
2,414
– –
PRF icon
152
Invesco FTSE RAFI US 1000 ETF
PRF
$9.8B
$196K 0.03%
4,640
– –
IUSB icon
153
iShares Core Universal USD Bond ETF
IUSB
$42.7B
$194K 0.03%
+4,187
New +$191K
UNP icon
154
Union Pacific
UNP
$172B
$193K 0.03%
839
+5
+0.6% +$1.11K
PPG icon
155
PPG Industries
PPG
$25.3B
$192K 0.03%
1,688
-8
-0.5% -$865
RDVY icon
156
First Trust Rising Dividend Achievers ETF
RDVY
$24.4B
$189K 0.03%
3,019
+2,271
+304% +$134K
KR icon
157
Kroger
KR
$36.2B
$182K 0.03%
2,540
– –
T icon
158
AT&T
T
$149B
$182K 0.03%
6,287
+557
+10% +$15.3K
GDX icon
159
VanEck Gold Miners ETF
GDX
$23.3B
$182K 0.03%
3,491
-15
-0.4% -$744
STWD icon
160
Starwood Property Trust
STWD
$6.15B
$181K 0.03%
9,000
– –
FTNT icon
161
Fortinet
FTNT
$121B
$180K 0.03%
1,701
+6
+0.4% +$605
DOMO icon
162
Domo
DOMO
$155M
$179K 0.03%
12,799
– –
VT icon
163
Vanguard Total World Stock ETF
VT
$77.6B
$178K 0.03%
1,388
– –
FDX icon
164
FedEx
FDX
$74.5B
$178K 0.03%
785
+16
+2% +$3.5K
IDEV icon
165
iShares Core MSCI International Developed Markets ETF
IDEV
$31.1B
$177K 0.03%
2,327
– –
SPGI icon
166
S&P Global
SPGI
$129B
$176K 0.02%
333
+3
+0.9% +$1.5K
BKH icon
167
Black Hills Corp
BKH
$5.79B
$175K 0.02%
3,112
+15
+0.5% +$878
VRTX icon
168
Vertex Pharmaceuticals
VRTX
$121B
$175K 0.02%
392
-7
-2% -$3.23K
FFIN icon
169
First Financial Bankshares
FFIN
$4.98B
$174K 0.02%
4,845
– –
NSC icon
170
Norfolk Southern
NSC
$73.3B
$173K 0.02%
675
-2
-0.3% -$472
CMI icon
171
Cummins
CMI
$92.7B
$172K 0.02%
525
-15
-3% -$4.64K
OBDC icon
172
Blue Owl Capital
OBDC
$5.47B
$172K 0.02%
11,966
– –
BBCA icon
173
JPMorgan BetaBuilders Canada ETF
BBCA
$10.8B
$169K 0.02%
2,100
– –
ASBP
174
Aspire Biopharma
ASBP
$7.77M
$169K 0.02%
522
+261
+100% +$124K
ILCG icon
175
iShares Morningstar Growth ETF
ILCG
$3.21B
$169K 0.02%
1,740
– –
5 6
7
8 9

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