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CA

Crane Advisory Portfolio holdings

AUM $668M
1-Year Est. Return 9.66%
This Fund
S&P 500
This Quarter Est. Return
-2.37%
1 Year Est. Return
+9.66%
3 Year Est. Return
+28.63%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$668M
AUM Growth
+$6.64M
Cap. Flow
+$3.6M
Cap. Flow %
0.54%
Top 10 Hldgs %
87.06%
Holding
54
New
2
Increased
17
Reduced
17
Closed
2

Top Buys

1
VUG icon
Vanguard Growth ETF
VUG
+$4.06M
2
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.93M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.16M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$784K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$293K

Top Sells

1
VTV icon
Vanguard Value ETF
VTV
+$2.77M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$912K
3
VB icon
Vanguard Small-Cap ETF
VB
+$602K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$287K
5
TJX icon
TJX Companies
TJX
+$251K

Sector Composition

1 Technology 2.41%
2 Communication Services 1.39%
3 Healthcare 0.36%
4 Consumer Discretionary 0.21%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MGV icon
26
Vanguard Mega Cap Value ETF
MGV
$13.1B
$1.06M 0.16%
7,126
– –
GLD icon
27
SPDR Gold Trust
GLD
$131B
$928K 0.14%
2,108
-21
-1% -$9.4K
VTI icon
28
Vanguard Total Stock Market ETF
VTI
$668B
$596K 0.09%
1,722
– –
O icon
29
Realty Income
O
$59B
$591K 0.09%
9,137
– –
CAT icon
30
Caterpillar
CAT
$421B
$569K 0.09%
736
– –
EIX icon
31
Edison International
EIX
$29.5B
$548K 0.08%
7,656
+69
+0.9% +$4.65K
AON icon
32
Aon
AON
$75.9B
$547K 0.08%
1,631
– –
CVX icon
33
Chevron
CVX
$362B
$487K 0.07%
2,588
-206
-7% -$37.6K
JPM icon
34
JPMorgan Chase
JPM
$930B
$439K 0.07%
1,416
+40
+3% +$12.1K
VOE icon
35
Vanguard Mid-Cap Value ETF
VOE
$23.3B
$422K 0.06%
2,213
– –
SPY icon
36
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$421K 0.06%
600
– –
JMUB icon
37
JPMorgan Municipal ETF
JMUB
$8.07B
$421K 0.06%
8,345
+171
+2% +$8.67K
XOM icon
38
ExxonMobil
XOM
$599B
$376K 0.06%
2,477
-69
-3% -$10.1K
BA icon
39
Boeing
BA
$172B
$373K 0.06%
1,702
– –
XVV icon
40
iShares ESG Screened S&P 500 ETF
XVV
$656M
$334K 0.05%
6,244
+1,578
+34% +$81.9K
DIS icon
41
Walt Disney
DIS
$169B
$325K 0.05%
3,132
-24
-0.8% -$2.54K
FUTY icon
42
Fidelity MSCI Utilities Index ETF
FUTY
$2.36B
$322K 0.05%
5,384
– –
XLK icon
43
State Street Technology Select Sector SPDR ETF
XLK
$118B
$314K 0.05%
2,069
+3
+0.1% +$423
PSLV icon
44
Sprott Physical Silver Trust
PSLV
$11.8B
$295K 0.04%
11,539
+570
+5% +$15.6K
HSY icon
45
Hershey
HSY
$34.5B
$263K 0.04%
1,375
– –
IBM icon
46
IBM
IBM
$199B
$249K 0.04%
993
– –
NULG icon
47
Nuveen ESG Large-Cap Growth ETF
NULG
$2.74B
$240K 0.04%
+2,374
New +$228K
SHV icon
48
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$236K 0.04%
2,144
-966
-31% -$107K
FBTC icon
49
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$232K 0.03%
3,540
+317
+10% +$21.1K
MRK icon
50
Merck
MRK
$305B
$216K 0.03%
1,868
– –
1
2
3

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