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
$583M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$6.44M
2 +$3.84M
3 +$2.07M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$1.77M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.55M

Top Sells

1 +$1.5M
2 +$996K
3 +$404K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$204K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$183K

Sector Composition

1 Consumer Staples 1.12%
2 Healthcare 0.61%
3 Technology 0.56%
4 Utilities 0.4%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-39,521