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
126
$467K 0.19%
+20,371
127
$466K 0.18%
11,714
+3,572
128
$462K 0.18%
+7,740
129
$462K 0.18%
+10,190
130
$453K 0.18%
+15,520
131
$452K 0.18%
+4,230
132
$450K 0.18%
+6,035
133
$448K 0.18%
+10,932
134
$438K 0.17%
+2,450
135
$436K 0.17%
+9,005
136
$434K 0.17%
+17,152
137
$429K 0.17%
+2,210
138
$427K 0.17%
50,266
139
$424K 0.17%
+57,040
140
$420K 0.17%
+10,140
141
$419K 0.17%
+11,945
142
$418K 0.17%
+9,223
143
$417K 0.17%
+6,450
144
$416K 0.16%
+3,480
145
$415K 0.16%
+14,750
146
$405K 0.16%
+9,450
147
$401K 0.16%
+9,290
148
$401K 0.16%
15,040
+4,408
149
$399K 0.16%
3,217
+981
150
$394K 0.16%
+22,080
4 5
6
7 8