Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | DEI | DOUGLAS EMMETT INC | Real Estate | 347 | $4K | — | SOLD |
| 62 | IONS | IONIS PHARMACEUTICALS INC | Healthcare | 48 | $4K | — | SOLD |
| 63 | SEIC | SEI INVTS CO | Financial Services | 46 | $4K | — | SOLD |
| 64 | TTEK | TETRA TECH INC NEW | Industrials | 108 | $4K | — | SOLD |
| 65 | DGICA | DONEGAL GROUP INC | Financial Services | 180 | $4K | — | SOLD |
| 66 | — | CYBERARK SOFTWARE LTD | — | 8 | $4K | — | SOLD |
| 67 | — | ICICI BANK LIMITED | — | 118 | $4K | — | SOLD |
| 68 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 477 | $3K | — | SOLD |
| 69 | ESAB | ESAB CORPORATION | Industrials | 30 | $3K | — | SOLD |
| 70 | SRPT | SAREPTA THERAPEUTICS INC | Healthcare | 155 | $3K | — | SOLD |
| 71 | BKLN | INVESCO EXCH TRADED FD TR II | — | 152 | $3K | — | SOLD |
| 72 | TRU | TRANSUNION | Industrials | 37 | $3K | — | SOLD |
| 73 | ILMN | ILLUMINA INC | Healthcare | 24 | $3K | — | SOLD |
| 74 | PPA | INVESCO EXCHANGE TRADED FD T | — | 20 | $3K | — | SOLD |
| 75 | TRS | TRIMAS CORP | Consumer Cyclical | 88 | $3K | — | SOLD |
| 76 | MEDP | MEDPACE HLDGS INC | Healthcare | 5 | $3K | — | SOLD |
| 77 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 19 | $3K | — | SOLD |
| 78 | — | AEGON LTD | — | 337 | $3K | — | SOLD |
| 79 | NVT | NVENT ELECTRIC PLC | Industrials | 25 | $3K | — | SOLD |
| 80 | TU | TELUS CORPORATION | Communication Services | 190 | $3K | — | 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%