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
$134M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$938K
2 +$596K
3 +$586K
4
XOM icon
Exxon Mobil
XOM
+$308K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$292K

Sector Composition

1 Consumer Staples 4.18%
2 Consumer Discretionary 1.06%
3 Healthcare 0.71%
4 Utilities 0.3%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-678
52
-3,101
53
-4,420