Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | EXLS | EXLSERVICE HOLDINGS INC | Technology | 35 | $1K | — | SOLD |
| 122 | CLOI | VANECK ETF TRUST | — | 27 | $1K | — | SOLD |
| 123 | CWAN | CLEARWATER ANALYTICS HLDGS I | Technology | 59 | $1K | — | SOLD |
| 124 | HWKN | HAWKINS INC | Basic Materials | 10 | $1K | — | SOLD |
| 125 | UTZ | UTZ BRANDS INC | Consumer Defensive | 136 | $1K | — | SOLD |
| 126 | — | ELME COMMUNITIES | — | 80 | $1K | — | SOLD |
| 127 | EXPI | EXP WORLD HLDGS INC | Real Estate | 152 | $1K | — | SOLD |
| 128 | LOGI | LOGITECH INTL S A | Technology | 13 | $1K | — | SOLD |
| 129 | LXU | LSB INDS INC | Basic Materials | 149 | $1K | — | SOLD |
| 130 | MNSO | MINISO GROUP HLDG LTD | Consumer Cyclical | 67 | $1K | — | SOLD |
| 131 | — | COOPER COS INC | — | 15 | $1K | — | SOLD |
| 132 | CDW | CDW CORP | Technology | 9 | $1K | — | SOLD |
| 133 | BMI | BADGER METER INC | Technology | 7 | $1K | — | SOLD |
| 134 | KNSL | KINSALE CAP GROUP INC | Financial Services | 3 | $1K | — | SOLD |
| 135 | SPSC | SPS COMM INC | Technology | 13 | $1K | — | SOLD |
| 136 | TDC | TERADATA CORP DEL | Technology | 37 | $1K | — | SOLD |
| 137 | TRNO | TERRENO RLTY CORP | Real Estate | 19 | $1K | — | SOLD |
| 138 | MORN | MORNINGSTAR INC | Financial Services | 5 | $1K | — | SOLD |
| 139 | RDY | DR REDDYS LABS LTD | Healthcare | 77 | $1K | — | SOLD |
| 140 | TQQQ | PROSHARES TR | — | 20 | $1K | — | 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%