CH
Canton Hathaway Portfolio holdings
AUM
$490M
1-Year Return
23.11%
This Quarter Return
+7.81%
1 Year Return
+23.11%
3 Year Return
+78.26%
5 Year Return
+150.31%
10 Year Return
–
AUM
$342M
AUM Growth
+$28.5M
(+9.1%)
Cap. Flow
+$5.06M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
60.88%
Holding
353
New
22
Increased
76
Reduced
43
Closed
111
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$4.59M |
| 2 |
Palantir
PLTR
|
$2.04M |
| 3 |
Flex
FLEX
|
$1.5M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.43M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$895K |
Top Sells
| 1 |
Vanguard Russell 1000 Value ETF
VONV
|
$1.86M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.8M |
| 3 |
Vanguard Russell 1000 Growth ETF
VONG
|
$1.72M |
| 4 |
Advanced Micro Devices
AMD
|
$947K |
| 5 |
Ciena
CIEN
|
$909K |
Sector Composition
| 1 | Financials | 43.65% |
| 2 | Technology | 6.28% |
| 3 | Healthcare | 5.59% |
| 4 | Communication Services | 3.47% |
| 5 | Consumer Discretionary | 3.05% |
