CH

Canton Hathaway Portfolio holdings

AUM $519M
1-Year Est. Return 26.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1 +$21M
2 +$14.1M
3 +$2.14M
4
SLV icon
iShares Silver Trust
SLV
+$1.81M
5
ALB icon
Albemarle
ALB
+$1.53M

Top Sells

1 +$1.56M
2 +$395K
3 +$343K
4
NFLX icon
Netflix
NFLX
+$331K
5
AAPL icon
Apple
AAPL
+$229K

Sector Composition

1 Financials 47.46%
2 Technology 8.58%
3 Healthcare 6.73%
4 Communication Services 3.52%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-6,000
277
-2,000