Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | ATAI | ATAI BECKLEY NV | Healthcare | 5,540 | $23K | 0.00% | SOLD |
| 22 | WIX | WIX COM LTD | Technology | 205 | $21K | 0.00% | SOLD |
| 23 | COMT | ISHARES U S ETF TR | — | 760 | $19K | 0.00% | SOLD |
| 24 | BMRN | BIOMARIN PHARMACEUTICAL INC | Healthcare | 250 | $15K | 0.00% | SOLD |
| 25 | ROP | ROPER TECHNOLOGIES INC | Industrials | 32 | $14K | 0.00% | SOLD |
| 26 | IYR | ISHARES TR | — | 150 | $14K | 0.00% | SOLD |
| 27 | BOX | BOX INC | Technology | 437 | $13K | 0.00% | SOLD |
| 28 | CCL | CARNIVAL CORP | Consumer Cyclical | 422 | $13K | 0.00% | SOLD |
| 29 | SMRT | SMARTRENT INC | Technology | 6,000 | $12K | 0.00% | SOLD |
| 30 | TLYS | TILLYS INC | Consumer Cyclical | 6,000 | $12K | 0.00% | SOLD |
| 31 | BRBR | BELLRING BRANDS INC | Consumer Defensive | 446 | $12K | 0.00% | SOLD |
| 32 | ELF | E L F BEAUTY INC | Consumer Defensive | 148 | $11K | 0.00% | SOLD |
| 33 | PBH | PRESTIGE CONSMR HEALTHCARE I | Healthcare | 172 | $11K | 0.00% | SOLD |
| 34 | CHDN | CHURCHILL DOWNS INC | Consumer Cyclical | 93 | $11K | 0.00% | SOLD |
| 35 | PRGO | PERRIGO CO PLC | Healthcare | 738 | $10K | 0.00% | SOLD |
| 36 | KNF | KNIFE RIVER CORP | Basic Materials | 137 | $10K | 0.00% | SOLD |
| 37 | CNS | COHEN & STEERS INC | Financial Services | 129 | $8K | 0.00% | SOLD |
| 38 | CHT | CHUNGHWA TELECOM CO LTD | Communication Services | 194 | $8K | 0.00% | SOLD |
| 39 | — | EON RESOURCES INC | — | 20,000 | $8K | 0.00% | SOLD |
| 40 | KWR | QUAKER HOUGHTON | Basic Materials | 53 | $7K | 0.00% | SOLD |
Sector Allocation
Financial Services
54.4%
Technology
22.2%
Communication Services
6.7%
Energy
4.5%
Industrials
3.7%
Consumer Cyclical
3.6%
Healthcare
1.8%
Consumer Defensive
1.4%
Basic Materials
0.9%
Utilities
0.8%