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
$297M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1 +$8.04M
2 +$5.38M
3 +$3.15M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.43M
5
GLD icon
SPDR Gold Trust
GLD
+$2.37M

Top Sells

1 +$3.48M
2 +$2.75M
3 +$1.08M
4
SSRM icon
SSR Mining
SSRM
+$817K
5
TSM icon
TSMC
TSM
+$458K

Sector Composition

1 Financials 42.49%
2 Technology 6.61%
3 Healthcare 5.42%
4 Communication Services 3.68%
5 Consumer Discretionary 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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