CA

Crane Advisory Portfolio holdings

AUM $636M
1-Year Est. Return 8.77%
This Quarter Est. Return
1 Year Est. Return
+8.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$30.5M
2 +$29M
3 +$27.8M
4
VTV icon
Vanguard Value ETF
VTV
+$23.5M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$21.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.73%
2 Healthcare 0.7%
3 Financials 0.25%
4 Real Estate 0.2%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$244K 0.13%
+4,248
27
$218K 0.11%
+3,614