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
$195M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1 +$653K
2 +$360K
3 +$284K
4
RUN icon
Sunrun
RUN
+$216K
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$181K

Top Sells

1 +$1.36M
2 +$635K
3 +$461K
4
BRKL
Brookline Bancorp
BRKL
+$341K
5
GLW icon
Corning
GLW
+$286K

Sector Composition

1 Financials 65.61%
2 Technology 8.62%
3 Healthcare 6.15%
4 Communication Services 3.78%
5 Energy 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$28K 0.01%
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456
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$27K 0.01%
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$26K 0.01%
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$25K 0.01%
840
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163
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+425
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$23K 0.01%
508
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500
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$20K 0.01%
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150
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475
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$17K 0.01%
1,605
173
$17K 0.01%
1,284
174
$14K 0.01%
80
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$14K 0.01%
161