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
$448M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$3.48M
3
+$3.27M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.98M
5
AERI
Aerie Pharmaceuticals
AERI
+$2.83M

Top Sells

1
+$8.05M
2
+$6.31M
3
+$5.13M
4
WDC icon
Western Digital
WDC
+$2.98M
5
IR icon
Ingersoll Rand
IR
+$2.94M

Sector Composition

1 Financials 21.94%
2 Technology 15.91%
3 Industrials 13.63%
4 Energy 10.91%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$451K 0.1%
8,736
152
$411K 0.09%
11,497
-6,664
153
$411K 0.09%
17,070
154
$394K 0.09%
21,407
155
$389K 0.09%
19,098
-7,800
156
$375K 0.08%
3,903
-1,000
157
$363K 0.08%
6,511
-2,898
158
$344K 0.08%
33,571
159
$335K 0.07%
9,339
160
$327K 0.07%
4,341
-3,000
161
$298K 0.07%
17,173
162
$294K 0.07%
+15,500
163
$291K 0.07%
+17,539
164
$274K 0.06%
26,356
+4,575
165
$228K 0.05%
10,325
-3,300
166
$224K 0.05%
33,560
167
$223K 0.05%
14,038
168
$216K 0.05%
3,400
-1,100
169
$205K 0.05%
13,267
170
$189K 0.04%
19,033
-3,100
171
$159K 0.04%
2,000
-542
172
$149K 0.03%
13,960
173
$138K 0.03%
68,500
-22,200
174
$65K 0.01%
47,823
175
$54K 0.01%
5,525
4 5 6
7
8