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
126
$525K 0.19%
25,922
+8,770
127
$522K 0.19%
2,990
-1,670
128
$521K 0.19%
54,677
-2,363
129
$501K 0.18%
5,347
-1,270
130
$493K 0.18%
+10,858
131
$492K 0.18%
11,714
132
$486K 0.18%
10,390
+930
133
$483K 0.18%
3,800
-430
134
$470K 0.17%
+11,587
135
$470K 0.17%
9,510
+290
136
$463K 0.17%
2,380
-70
137
$462K 0.17%
9,010
+1,270
138
$460K 0.17%
3,217
139
$456K 0.17%
24,890
+2,810
140
$455K 0.17%
3,528
141
$454K 0.17%
5,570
+910
142
$438K 0.16%
+15,810
143
$436K 0.16%
50,266
144
$433K 0.16%
+41,985
145
$427K 0.16%
11,310
+1,860
146
$422K 0.15%
54,598
147
$420K 0.15%
12,232
+1,300
148
$410K 0.15%
2,660
+210
149
$406K 0.15%
2,919
150
$396K 0.15%
2,631
4 5
6
7 8