CH
Canton Hathaway Portfolio holdings
AUM
$490M
1-Year Return
23.11%
This Quarter Return
+0.33%
1 Year Return
+23.11%
3 Year Return
+78.26%
5 Year Return
+150.31%
10 Year Return
–
AUM
$400M
AUM Growth
-$346K
(-0.09%)
Cap. Flow
+$906K
Cap. Flow
% of AUM
0.23%
Top 10 Holdings %
Top 10 Hldgs %
69.65%
Holding
274
New
26
Increased
31
Reduced
32
Closed
26
Top Buys
| 1 |
QXO
QXO Inc
QXO
|
$1.94M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$635K |
| 3 |
Dorchester Minerals
DMLP
|
$616K |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$566K |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$463K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.37M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.13M |
| 3 |
DocuSign
DOCU
|
$1.5M |
| 4 |
Deere & Co
DE
|
$334K |
| 5 |
Palantir
PLTR
|
$269K |
Sector Composition
| 1 | Financials | 54.74% |
| 2 | Technology | 5.05% |
| 3 | Communication Services | 2.85% |
| 4 | Industrials | 2.51% |
| 5 | Consumer Discretionary | 2.22% |
