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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
VRTX icon
201
Vertex Pharmaceuticals
VRTX
$123B
$223K 0.02%
500
-4
SPB icon
202
Spectrum Brands
SPB
$1.92B
$222K 0.02%
3,009
PRF icon
203
Invesco FTSE RAFI US 1000 ETF
PRF
$9.76B
$221K 0.02%
4,640
BKH icon
204
Black Hills Corp
BKH
$5.73B
$219K 0.02%
3,153
+13
SONY icon
205
Sony
SONY
$122B
$218K 0.02%
10,550
-46
IREN icon
206
Iris Energy
IREN
$14.7B
$218K 0.02%
6,350
NSC icon
207
Norfolk Southern
NSC
$73.5B
$198K 0.02%
689
+12
XLY icon
208
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.7B
$198K 0.02%
1,814
SHY icon
209
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$198K 0.02%
2,394
+80
BBCA icon
210
JPMorgan BetaBuilders Canada ETF
BBCA
$10.7B
$198K 0.02%
2,100
SPGI icon
211
S&P Global
SPGI
$127B
$197K 0.02%
464
+29
IAU icon
212
iShares Gold Trust
IAU
$63.8B
$196K 0.02%
2,227
+1,212
IDEV icon
213
iShares Core MSCI International Developed Markets ETF
IDEV
$30.9B
$194K 0.02%
2,327
ETN icon
214
Eaton
ETN
$158B
$192K 0.02%
537
+30
VT icon
215
Vanguard Total World Stock ETF
VT
$75.8B
$192K 0.02%
1,388
PDYN icon
216
Palladyne AI
PDYN
$249M
$189K 0.02%
+31,150
FNDX icon
217
Schwab Fundamental US Large Company Index ETF
FNDX
$26.2B
$189K 0.02%
6,785
KR icon
218
Kroger
KR
$37.1B
$186K 0.02%
2,572
-15
AZN icon
219
AstraZeneca
AZN
$266B
$185K 0.02%
937
-950
T icon
220
AT&T
T
$147B
$183K 0.02%
6,298
-35
PPG icon
221
PPG Industries
PPG
$26B
$180K 0.02%
1,688
VZ icon
222
Verizon
VZ
$176B
$172K 0.01%
3,421
+250
ILCG icon
223
iShares Morningstar Growth ETF
ILCG
$3.23B
$166K 0.01%
1,740
NOBL icon
224
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$166K 0.01%
3,126
GLW icon
225
Corning
GLW
$164B
$164K 0.01%
1,203
+25
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