CI
Cherokee Insurance Portfolio holdings
AUM
$229M
This Quarter Return
+2.14%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$226M
AUM Growth
+$226M
(+2.5%)
Cap. Flow
+$2.9M
Cap. Flow
% of AUM
1.28%
Top 10 Holdings %
Top 10 Hldgs %
35.83%
Holding
123
New
3
Increased
13
Reduced
1
Closed
–
Top Buys
| 1 |
Boeing
BA
|
$605K |
| 2 |
Alphabet (Google) Class C
GOOG
|
$437K |
| 3 |
Brown-Forman Class A
BF.A
|
$402K |
| 4 |
Old Dominion Freight Line
ODFL
|
$331K |
| 5 |
Constellation Brands
STZ
|
$275K |
Top Sells
| 1 |
AutoZone
AZO
|
$381K |
Sector Composition
| 1 | Energy | 21.92% |
| 2 | Industrials | 15.92% |
| 3 | Financials | 11.99% |
| 4 | Healthcare | 11.46% |
| 5 | Technology | 10.15% |
