Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 841 | — | CHIPMOS TECHNOLOGIES INC | — | 113.0 | $2K | — | NEW | — | $19.12 | — |
| 842 | ECON | COLUMBIA ETF TR II | — | 80.0 | $2K | — | NEW | — | $26.52 | +34.4% |
| 843 | MUFG | MITSUBISHI UFJ FINL GROUP IN | Financial Services | 133.0 | $2K | — | NEW | — | $15.95 | +21.0% |
| 844 | LNG | CHENIERE ENERGY INC | Energy | 9.0 | $2K | — | NEW | — | $235.00 | -0.1% |
| 845 | ODFL | OLD DOMINION FREIGHT LINE IN | Industrials | 15.0 | $2K | — | NEW | — | $140.80 | +53.9% |
| 846 | HEFA | ISHARES TR | — | 53.0 | $2K | — | NEW | — | $39.62 | +15.2% |
| 847 | FXE | INVESCO CURRENCYSHARES EURO | Financial Services | 19.0 | $2K | — | NEW | — | $108.47 | -1.1% |
| 848 | — | GCI LIBERTY INC | — | 55.0 | $2K | — | NEW | — | $37.27 | — |
| 849 | — | KASPI KZ JSC | — | 25.0 | $2K | — | NEW | — | $81.68 | — |
| 850 | WPM | WHEATON PRECIOUS METALS CORP | Basic Materials | 18.0 | $2K | — | NEW | — | $111.89 | +17.3% |
| 851 | APLS | APELLIS PHARMACEUTICALS INC | Healthcare | 88.0 | $2K | — | NEW | — | $22.64 | +81.3% |
| 852 | FEZ | SPDR INDEX SHS FDS | — | 32.0 | $2K | — | NEW | — | $62.12 | +9.6% |
| 853 | CYTK | CYTOKINETICS INC | Healthcare | 36.0 | $2K | — | NEW | — | $54.97 | +38.4% |
| 854 | SLVM | SYLVAMO CORP | Basic Materials | 44.0 | $2K | — | NEW | — | $44.23 | -13.2% |
| 855 | — | QIAGEN NV | — | 43.0 | $2K | — | NEW | — | $44.70 | — |
| 856 | CDE | COEUR MNG INC | Basic Materials | 100.0 | $2K | — | NEW | — | $18.76 | -3.1% |
| 857 | VIV | TELEFONICA BRASIL SA | Communication Services | 146.0 | $2K | — | NEW | — | $12.75 | +4.7% |
| 858 | — | ANGLOGOLD ASHANTI PLC | — | 26.0 | $2K | — | NEW | — | $70.35 | — |
| 859 | NTES | NETEASE INC | Technology | 12.0 | $2K | — | NEW | — | $152.00 | -18.8% |
| 860 | LNT | ALLIANT ENERGY CORP | Utilities | 27.0 | $2K | — | NEW | — | $67.44 | +9.5% |
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%