CA

Crane Advisory Portfolio holdings

AUM $661M
1-Year Est. Return 9.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$16.8M
3
+$10.2M
4
VTV icon
Vanguard Value ETF
VTV
+$9.26M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$5.2M

Top Sells

1
+$44.3M
2
+$1.48M
3
+$364K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$226K
5
MSFT icon
Microsoft
MSFT
+$65.8K

Sector Composition

1 Technology 0.64%
2 Financials 0.19%
3 Industrials 0.18%
4 Real Estate 0.15%
5 Utilities 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-732
27
– –
-8,358
28
– –
-3,600
1
2