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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
+1.37%
1 Year Est. Return
+9.66%
3 Year Est. Return
+28.63%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$661M
AUM Growth
+$25.3M
Cap. Flow
+$11.1M
Cap. Flow %
1.68%
Top 10 Hldgs %
87.56%
Holding
52
New
2
Increased
22
Reduced
16
Closed
–

Top Buys

1
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$24.6M
2
FBND icon
Fidelity Total Bond ETF
FBND
+$22.3M
3
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$2.84M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.95M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.27M

Top Sells

1
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$23.2M
2
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$15.5M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.15M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.35M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.18M

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
MRK icon
51
Merck
MRK
$305B
$204K 0.03%
+1,868
New +$175K
PSO icon
52
Pearson
PSO
$9.92B
$197K 0.03%
13,705
– –
1 2
3

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