CH
Canton Hathaway Portfolio holdings
AUM
$490M
1-Year Return
23.11%
This Quarter Return
-2.26%
1 Year Return
+23.11%
3 Year Return
+78.26%
5 Year Return
+150.31%
10 Year Return
–
AUM
$274M
AUM Growth
-$12.9M
(-4.5%)
Cap. Flow
-$4.35M
Cap. Flow
% of AUM
-1.59%
Top 10 Holdings %
Top 10 Hldgs %
67.35%
Holding
266
New
13
Increased
20
Reduced
57
Closed
43
Top Buys
| 1 |
Invesco Solar ETF
TAN
|
$1.46M |
| 2 |
PayPal
PYPL
|
$1.32M |
| 3 |
Biohaven
BHVN
|
$605K |
| 4 |
CVS Health
CVS
|
$462K |
| 5 |
Qualcomm
QCOM
|
$418K |
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
$862K |
| 2 |
Amplify Lithium & Battery Technology ETF
BATT
|
$815K |
| 3 |
FedEx
FDX
|
$803K |
| 4 |
Crown Castle
CCI
|
$734K |
| 5 |
BHVN
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
|
$729K |
Sector Composition
| 1 | Financials | 50.23% |
| 2 | Technology | 5.1% |
| 3 | Healthcare | 4.59% |
| 4 | Consumer Discretionary | 2.48% |
| 5 | Materials | 2.35% |
