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
51
$1.1M 0.44%
+6,310
52
$1.04M 0.41%
+36,780
53
$1.04M 0.41%
46,599
+14,119
54
$1.04M 0.41%
3,150
+516
55
$1.01M 0.4%
18,101
+13,047
56
$975K 0.39%
+22,850
57
$963K 0.38%
+30,235
58
$943K 0.37%
+11,270
59
$925K 0.37%
+11,398
60
$902K 0.36%
15,100
+3,552
61
$900K 0.36%
+10,860
62
$889K 0.35%
26,736
-171
63
$881K 0.35%
+7,600
64
$880K 0.35%
+7,950
65
$879K 0.35%
9,369
+1,875
66
$870K 0.34%
50,352
+35,155
67
$866K 0.34%
+8,110
68
$854K 0.34%
+53,950
69
$851K 0.34%
+5,540
70
$845K 0.33%
+8,430
71
$799K 0.32%
+9,670
72
$798K 0.32%
5,141
+1,568
73
$795K 0.32%
+7,150
74
$782K 0.31%
+5,630
75
$777K 0.31%
+7,920
1 2
3
4 5