CA
Crane Advisory Portfolio holdings
AUM
$661M
1-Year Est. Return
9.9%
1 Year Est. Return
+9.9%
AUM
$661M
AUM Growth
+$25.3M
(+4%)
Holding
52
Top Buys
| 1 | +$24.5M | |
| 2 | +$22.1M | |
| 3 | +$2.99M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$1.97M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.34M |
Top Sells
| 1 | +$23.2M | |
| 2 | +$15.5M | |
| 3 | +$2.21M | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$1.44M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$1.21M |
Sector Composition
| 1 | Technology | 2.47% |
| 2 | Communication Services | 1.39% |
| 3 | Healthcare | 0.33% |
| 4 | Consumer Discretionary | 0.28% |
| 5 | Financials | 0.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Merck
MRK
$277B
| $204K | 0.03% |
+1,868
|
|
||
52
Pearson
PSO
$8.23B
| $197K | 0.03% |
13,705
|
|