CH

Canton Hathaway Portfolio holdings

AUM $490M
1-Year Est. Return 23.11%
This Quarter Est. Return
1 Year Est. Return
+23.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$1.32M
3 +$605K
4
CVS icon
CVS Health
CVS
+$462K
5
QCOM icon
Qualcomm
QCOM
+$418K

Sector Composition

1 Financials 50.23%
2 Technology 5.1%
3 Healthcare 4.59%
4 Consumer Discretionary 2.48%
5 Materials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
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252
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253
-150
254
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255
-815
256
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259
-5,000