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
$246M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.6M
3
+$7.77M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$6.11M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.53M

Top Sells

1
+$807K
2
+$762K
3
+$598K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$544K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$438K

Sector Composition

1 Healthcare 0.6%
2 Technology 0.55%
3 Financials 0.31%
4 Industrials 0.2%
5 Real Estate 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-3,614
27
– –
-4,445
28
– –
-2,239
1
2