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
1
$137M 15.96%
1,100,471
-110,700
2
$75.9M 8.85%
144,433
+4,175
3
$49.4M 5.75%
94,408
+260
4
$40.7M 4.74%
669,746
+10,621
5
$35.5M 4.14%
56
6
$29.4M 3.43%
315,488
+530
7
$27.7M 3.23%
381,691
+19,680
8
$27.5M 3.2%
671,325
+8,928
9
$27M 3.14%
48,448
-342
10
$25.7M 3%
447,251
-15,508
11
$24.3M 2.83%
106,356
-258
12
$21.3M 2.48%
+50,584
13
$19M 2.22%
+120,618
14
$17.7M 2.06%
84,199
-11,863
15
$14.4M 1.67%
731,031
-377,073
16
$13.8M 1.61%
185,713
-420
17
$13.4M 1.56%
+77,899
18
$12.2M 1.42%
25,292
+3,471
19
$11.9M 1.38%
22,642
20
$11.4M 1.32%
105,518
+36,099
21
$10.3M 1.2%
203,946
+1,003
22
$9.7M 1.13%
+55,199
23
$8.36M 0.97%
18,827
+2,133
24
$7.49M 0.87%
+41,521
25
$6.88M 0.8%
213,576
-59,328
1
2 3 4 5