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
$273M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$6.42M
3
+$5.86M
4
WDC icon
Western Digital
WDC
+$2.56M
5
NET icon
Cloudflare
NET
+$2.46M

Top Sells

1
+$7.48M
2
+$5.09M
3
+$3.38M
4
SWK icon
Stanley Black & Decker
SWK
+$2.79M
5
BERY
Berry Global Group, Inc.
BERY
+$2.42M

Sector Composition

1 Healthcare 24.5%
2 Technology 20.75%
3 Financials 11.71%
4 Industrials 9.51%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$709K 0.26%
5,640
+550
102
$703K 0.26%
21,864
+4,340
103
$693K 0.25%
17,030
-1,080
104
$692K 0.25%
4,691
-980
105
$692K 0.25%
20,520
+3,765
106
$679K 0.25%
6,693
-519
107
$675K 0.25%
5,416
-2,280
108
$669K 0.25%
8,140
+10
109
$667K 0.24%
10,470
+890
110
$666K 0.24%
+2,920
111
$646K 0.24%
10,000
112
$643K 0.24%
17,580
+2,060
113
$627K 0.23%
10,020
-170
114
$626K 0.23%
5,580
+340
115
$616K 0.23%
4,430
116
$610K 0.22%
+11,060
117
$610K 0.22%
11,945
118
$572K 0.21%
19,422
119
$565K 0.21%
20,371
120
$556K 0.2%
8,560
+1,570
121
$551K 0.2%
38,070
122
$549K 0.2%
6,283
-167
123
$544K 0.2%
15,512
124
$543K 0.2%
+10,250
125
$536K 0.2%
5,860
+320
3 4
5
6 7