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CH
Canton Hathaway Portfolio holdings
AUM
$496M
1-Year Est. Return
14.21%
This Fund
S&P 500
This Quarter
Est. Return
+8.25%
1 Year Est. Return
+14.21%
3 Year Est. Return
+76.5%
5 Year Est. Return
+100.74%
10 Year Est. Return
–
AUM
$495M
AUM Growth
+$94.7M
(+24%)
Cap. Flow
+$66.1M
Cap. Flow
% of AUM
13.37%
Top 10 Holdings %
Top 10 Hldgs %
69.84%
Holding
292
New
44
Increased
57
Reduced
27
Closed
24
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$20.4M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$5.93M |
| 3 |
Broadcom
AVGO
|
+$3.17M |
| 4 |
Microsoft
MSFT
|
+$3.1M |
| 5 |
NVIDIA
NVDA
|
+$2.92M |
Top Sells
| 1 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$3.92M |
| 2 |
State Street Materials Select Sector SPDR ETF
XLB
|
+$3.4M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.08M |
| 4 |
PepsiCo
PEP
|
+$878K |
| 5 |
Fidelity MSCI Health Care Index ETF
FHLC
|
+$808K |
Sector Composition
| 1 | Financials | 58.91% |
| 2 | Technology | 6.34% |
| 3 | Consumer Discretionary | 2.99% |
| 4 | Communication Services | 2.59% |
| 5 | Industrials | 2.48% |
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