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
$348M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$6.81M
3
+$5.94M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.92M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$4.86M

Top Sells

1
+$955K
2
+$78.2K
3
+$45.6K
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$43.5K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10K

Sector Composition

1 Technology 0.91%
2 Communication Services 0.27%
3 Consumer Discretionary 0.26%
4 Industrials 0.2%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$288K 0.08%
2,871
-9,524
27
$249K 0.07%
2,868
28
$236K 0.07%
+836
29
$235K 0.07%
+5,560
30
$231K 0.07%
+944
31
$212K 0.06%
+2,362
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