CFS

Cannon Financial Strategists Portfolio holdings

AUM $633M
1-Year Est. Return 11.73%
This Quarter Est. Return
1 Year Est. Return
+11.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$1.14M
2 +$218K
3 +$109K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$108K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$85.9K

Sector Composition

1 Consumer Staples 2.58%
2 Healthcare 0.72%
3 Consumer Discretionary 0.48%
4 Utilities 0.45%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-573