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
$258M
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$3.63M
2 +$2.59M
3 +$1.51M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.13M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$593K

Sector Composition

1 Consumer Staples 2.28%
2 Consumer Discretionary 1.06%
3 Healthcare 0.72%
4 Financials 0.6%
5 Technology 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,077