CH
Canton Hathaway Portfolio holdings
AUM
$490M
1-Year Return
23.11%
This Quarter Return
+8.65%
1 Year Return
+23.11%
3 Year Return
+78.26%
5 Year Return
+150.31%
10 Year Return
–
AUM
$319M
AUM Growth
+$26M
(+8.9%)
Cap. Flow
+$2.9M
Cap. Flow
% of AUM
0.91%
Top 10 Holdings %
Top 10 Hldgs %
71.23%
Holding
251
New
20
Increased
26
Reduced
20
Closed
15
Top Buys
| 1 |
StoneCo
STNE
|
$1.31M |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$853K |
| 3 |
CrowdStrike
CRWD
|
$568K |
| 4 |
Waste Management
WM
|
$506K |
| 5 |
Array Technologies
ARRY
|
$432K |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$737K |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$606K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$518K |
| 4 |
LTHM
Livent Corporation
LTHM
|
$225K |
| 5 |
Ciena
CIEN
|
$216K |
Sector Composition
| 1 | Financials | 53.47% |
| 2 | Technology | 6.48% |
| 3 | Healthcare | 3.06% |
| 4 | Industrials | 2.31% |
| 5 | Communication Services | 2.15% |
