Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 821 | AMH | AMERICAN HOMES 4 RENT | Real Estate | 72.0 | $2K | — | NEW | — | $33.25 | -3.6% |
| 822 | HDB | HDFC BANK LTD | Financial Services | 70.0 | $2K | — | NEW | — | $34.17 | -27.4% |
| 823 | PMT | PENNYMAC MTG INVT TR | Real Estate | 195.0 | $2K | — | NEW | — | $12.26 | -15.4% |
| 824 | UUUU | ENERGY FUELS INC | Energy | 155.0 | $2K | — | NEW | — | $15.35 | +19.8% |
| 825 | MTB | M & T BK CORP | Financial Services | 12.0 | $2K | — | NEW | — | $197.67 | +8.9% |
| 826 | CHD | CHURCH & DWIGHT CO INC | Consumer Defensive | 27.0 | $2K | — | NEW | — | $87.67 | +10.3% |
| 827 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 9.0 | $2K | — | NEW | — | $259.44 | +24.8% |
| 828 | TECK | TECK RESOURCES LTD | Basic Materials | 53.0 | $2K | — | NEW | — | $43.91 | +48.5% |
| 829 | QYLD | GLOBAL X FDS | — | 135.0 | $2K | — | NEW | — | $16.99 | +5.9% |
| 830 | FDS | FACTSET RESH SYS INC | Financial Services | 8.0 | $2K | — | NEW | — | $286.50 | -19.4% |
| 831 | ILMN | ILLUMINA INC | Healthcare | 24.0 | $2K | — | NEW | — | $95.00 | +52.9% |
| 832 | CORP | PIMCO ETF TR | — | 23.0 | $2K | — | NEW | — | $98.65 | -2.0% |
| 833 | NRG | NRG ENERGY INC | Utilities | 14.0 | $2K | — | NEW | — | $162.00 | -13.3% |
| 834 | XLRE | SELECT SECTOR SPDR TR | — | 53.0 | $2K | — | NEW | — | $42.13 | +6.1% |
| 835 | DVN | DEVON ENERGY CORP NEW | Energy | 63.0 | $2K | — | NEW | — | $35.06 | +28.7% |
| 836 | ES | EVERSOURCE ENERGY | Utilities | 31.0 | $2K | — | NEW | — | $71.16 | -2.1% |
| 837 | EVTV | ENVIROTECH VEHICLES INC | Consumer Cyclical | 1,470.0 | $2K | — | NEW | — | $1.50 | +70.7% |
| 838 | TNC | TENNANT CO | Industrials | 27.0 | $2K | — | NEW | — | $81.07 | +6.3% |
| 839 | PRU | PRUDENTIAL FINL INC | Financial Services | 21.0 | $2K | — | NEW | — | $103.76 | -1.1% |
| 840 | MDYV | SPDR SERIES TRUST | — | 26.0 | $2K | — | NEW | — | $83.42 | +9.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
41.7%
Technology
24.6%
Consumer Cyclical
9.0%
Communication Services
8.6%
Energy
7.6%
Industrials
2.2%
Healthcare
2.2%
Consumer Defensive
1.8%
Utilities
1.3%
Basic Materials
0.8%