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Home > Institutional Investor > Crewe Advisors Llc > Profile

Instuitional Investor - Crewe Advisors Llc

Fund Profile
Filing Period:
Fund Name: Crewe Advisors Llc
Portfolio Value $632,062,377
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ensign Group Inc
 ENSG 1,211,171 $135,905,498 21.5%
2.
Ishares Trust
 IEF 140,258 $66,991,571 10.59%
3.
Spdr S & P 500 Etf Trust
 SPY 94,148 $44,749,602 7.07%
4.
Ishares Trust
 IEF 131,825 $36,535,320 5.78%
5.
Berkshire Hathaway Inc
 BRK.A 56 $30,387,002 4.8%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)