CH
Canton Hathaway Portfolio holdings
AUM
$490M
1-Year Return
23.11%
This Quarter Return
+7.06%
1 Year Return
+23.11%
3 Year Return
+78.26%
5 Year Return
+150.31%
10 Year Return
–
AUM
$332M
AUM Growth
+$16.3M
(+5.2%)
Cap. Flow
-$3.9M
Cap. Flow
% of AUM
-1.18%
Top 10 Holdings %
Top 10 Hldgs %
71.33%
Holding
255
New
29
Increased
28
Reduced
39
Closed
17
Top Buys
| 1 |
Veralto
VLTO
|
$345K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$333K |
| 3 |
NexGen Energy
NXE
|
$255K |
| 4 |
Energy Transfer Partners
ET
|
$235K |
| 5 |
Akamai
AKAM
|
$201K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$1.09M |
| 2 |
CrowdStrike
CRWD
|
$830K |
| 3 |
Albemarle
ALB
|
$569K |
| 4 |
StoneCo
STNE
|
$484K |
| 5 |
Danaher
DHR
|
$413K |
Sector Composition
| 1 | Financials | 53.62% |
| 2 | Technology | 6.57% |
| 3 | Healthcare | 3% |
| 4 | Communication Services | 2.35% |
| 5 | Industrials | 2.02% |
