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CA

Crane Advisory Portfolio holdings

AUM $668M
1-Year Est. Return 9.66%
This Fund
S&P 500
This Quarter Est. Return
-2.37%
1 Year Est. Return
+9.66%
3 Year Est. Return
+28.63%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$668M
AUM Growth
+$6.64M
Cap. Flow
+$3.6M
Cap. Flow %
0.54%
Top 10 Hldgs %
87.06%
Holding
54
New
2
Increased
17
Reduced
17
Closed
2

Top Buys

1
VUG icon
Vanguard Growth ETF
VUG
+$4.06M
2
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.93M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.16M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$784K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$293K

Top Sells

1
VTV icon
Vanguard Value ETF
VTV
+$2.77M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$912K
3
VB icon
Vanguard Small-Cap ETF
VB
+$602K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$287K
5
TJX icon
TJX Companies
TJX
+$251K

Sector Composition

1 Technology 2.41%
2 Communication Services 1.39%
3 Healthcare 0.36%
4 Consumer Discretionary 0.21%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSO icon
51
Pearson
PSO
$9.92B
$200K 0.03%
13,705
– –
ATCX
52
Atlas Critical Minerals Corp
ATCX
$18M
$54.7K 0.01%
+10,806
New +$75.5K
TJX icon
53
TJX Companies
TJX
$167B
– –
-1,600
Closed -$251K
TSLA icon
54
Tesla
TSLA
$1.48T
– –
-497
Closed -$223K
1 2
3

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