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
$572M
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$874K
2 +$860K
3 +$429K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$427K
5
DIS icon
Walt Disney
DIS
+$399K

Sector Composition

1 Consumer Staples 1.24%
2 Healthcare 0.57%
3 Technology 0.52%
4 Utilities 0.43%
5 Financials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,360