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
$294M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$16.9M
3
+$10.4M
4
VTV icon
Vanguard Value ETF
VTV
+$9.23M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.4M

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
+$73.1K

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
– –
-3,600
27
– –
-8,358
28
– –
-732
1
2