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
101
$666K 0.26%
+2,810
102
$659K 0.26%
818
+249
103
$646K 0.26%
+6,860
104
$645K 0.26%
+18,167
105
$636K 0.25%
+8,130
106
$619K 0.25%
+2,760
107
$616K 0.24%
+5,240
108
$590K 0.23%
+14,540
109
$588K 0.23%
+3,100
110
$570K 0.23%
+5,800
111
$567K 0.22%
+9,580
112
$563K 0.22%
+6,617
113
$545K 0.22%
+39,762
114
$530K 0.21%
+16,755
115
$527K 0.21%
+6,760
116
$520K 0.21%
+33,268
117
$516K 0.2%
+6,620
118
$512K 0.2%
+3,850
119
$511K 0.2%
+6,990
120
$501K 0.2%
+19,422
121
$487K 0.19%
+38,070
122
$483K 0.19%
+17,524
123
$480K 0.19%
+9,460
124
$476K 0.19%
+15,512
125
$469K 0.19%
+9,220
3 4
5
6 7