CH

Canton Hathaway Portfolio holdings

AUM $519M
1-Year Est. Return 26.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1 +$1.92M
2 +$531K
3 +$288K
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$243K
5
TSLA icon
Tesla
TSLA
+$222K

Top Sells

1 +$1.63M
2 +$632K
3 +$391K
4
CELH icon
Celsius Holdings
CELH
+$285K
5
F icon
Ford
F
+$229K

Sector Composition

1 Financials 54.62%
2 Technology 5.4%
3 Healthcare 2.6%
4 Communication Services 2.44%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-225
252
-2,050
253
-700
254
-40
255
-41,000
256
-205
257
-10,000
258
-1,200
259
-317
260
-135,503