CH
Canton Hathaway Portfolio holdings
AUM
$490M
1-Year Return
23.11%
This Quarter Return
-0.49%
1 Year Return
+23.11%
3 Year Return
+78.26%
5 Year Return
+150.31%
10 Year Return
–
AUM
$316M
AUM Growth
-$3.75M
(-1.2%)
Cap. Flow
-$274K
Cap. Flow
% of AUM
-0.09%
Top 10 Holdings %
Top 10 Hldgs %
72.09%
Holding
255
New
19
Increased
39
Reduced
30
Closed
29
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$2.77M |
| 2 |
Array Technologies
ARRY
|
$1.06M |
| 3 |
Albemarle
ALB
|
$541K |
| 4 |
LAC
Lithium Americas
LAC
|
$336K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$326K |
Top Sells
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$2.44M |
| 2 |
RTX Corp
RTX
|
$723K |
| 3 |
PayPal
PYPL
|
$666K |
| 4 |
Fidelity MSCI Consumer Staples Index ETF
FSTA
|
$588K |
| 5 |
Invesco Solar ETF
TAN
|
$581K |
Sector Composition
| 1 | Financials | 54.97% |
| 2 | Technology | 6.22% |
| 3 | Healthcare | 3.06% |
| 4 | Communication Services | 2.32% |
| 5 | Industrials | 1.76% |
