CH
Canton Hathaway Portfolio holdings
AUM
$490M
1-Year Return
23.11%
This Quarter Return
+5.39%
1 Year Return
+23.11%
3 Year Return
+78.26%
5 Year Return
+150.31%
10 Year Return
–
AUM
$172M
AUM Growth
+$17.1M
(+11%)
Cap. Flow
+$13.2M
Cap. Flow
% of AUM
7.68%
Top 10 Holdings %
Top 10 Hldgs %
71.75%
Holding
241
New
63
Increased
68
Reduced
17
Closed
15
Top Buys
| 1 |
StoneCo
STNE
|
$1.69M |
| 2 |
PagSeguro Digital
PAGS
|
$1.06M |
| 3 |
Corning
GLW
|
$811K |
| 4 |
Ciena
CIEN
|
$705K |
| 5 |
Verizon
VZ
|
$696K |
Top Sells
| 1 |
STI
SunTrust Banks, Inc.
STI
|
$678K |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$602K |
| 3 |
Hexcel
HXL
|
$277K |
| 4 |
FedEx
FDX
|
$242K |
| 5 |
Truist Financial
TFC
|
$159K |
Sector Composition
| 1 | Financials | 67.29% |
| 2 | Technology | 9.44% |
| 3 | Healthcare | 5.59% |
| 4 | Energy | 3.66% |
| 5 | Communication Services | 3.38% |
