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
76
$775K 0.31%
9,780
+2,875
77
$766K 0.3%
+18,770
78
$755K 0.3%
+18,110
79
$752K 0.3%
+8,910
80
$741K 0.29%
+8,640
81
$737K 0.29%
+2,710
82
$734K 0.29%
+24,018
83
$734K 0.29%
+11,460
84
$731K 0.29%
4,430
+1,192
85
$729K 0.29%
+6,440
86
$720K 0.29%
+10,710
87
$715K 0.28%
+13,600
88
$713K 0.28%
14,758
+4,500
89
$711K 0.28%
27,118
+8,268
90
$706K 0.28%
+4,140
91
$704K 0.28%
+5,090
92
$702K 0.28%
7,212
+1,132
93
$701K 0.28%
+5,671
94
$695K 0.28%
+4,660
95
$690K 0.27%
1,560
+423
96
$687K 0.27%
+7,696
97
$680K 0.27%
+11,570
98
$679K 0.27%
+16,310
99
$675K 0.27%
+12,470
100
$674K 0.27%
+10,000
2 3
4
5 6