CF

CNA Financial Portfolio holdings

AUM $195M
1-Year Est. Return 20.43%
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$5.52M
3
+$5.27M
4
META icon
Meta Platforms (Facebook)
META
+$4.54M
5
LOW icon
Lowe's Companies
LOW
+$3.38M

Top Sells

1
+$12.5M
2
+$8.19M
3
+$6.94M
4
EPD icon
Enterprise Products Partners
EPD
+$5.91M
5
HCA icon
HCA Healthcare
HCA
+$5.82M

Sector Composition

1 Healthcare 22.54%
2 Technology 19.21%
3 Industrials 11.06%
4 Financials 10.03%
5 Materials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.93%
20,695
+11,786
27
$2.22M 0.88%
11,637
+4,943
28
$1.99M 0.79%
11,813
+6,139
29
$1.91M 0.76%
33,140
+16,916
30
$1.68M 0.67%
15,186
+3,030
31
$1.65M 0.65%
+121,834
32
$1.6M 0.63%
20,286
+12,170
33
$1.55M 0.62%
15,922
+7,296
34
$1.42M 0.56%
11,676
+3,560
35
$1.4M 0.56%
34,490
+10,190
36
$1.39M 0.55%
5,436
+1,393
37
$1.39M 0.55%
13,445
+6,963
38
$1.36M 0.54%
19,853
+6,499
39
$1.36M 0.54%
23,150
+15,052
40
$1.33M 0.53%
15,505
+9,635
41
$1.33M 0.53%
19,995
+5,775
42
$1.32M 0.52%
+27,322
43
$1.32M 0.52%
13,040
+3,292
44
$1.27M 0.5%
30,335
+22,246
45
$1.24M 0.49%
10,574
+4,684
46
$1.23M 0.49%
33,813
+12,718
47
$1.21M 0.48%
20,004
+13,523
48
$1.18M 0.47%
18,174
+11,658
49
$1.13M 0.45%
3,777
-71
50
$1.12M 0.44%
+45,351
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