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
151
$394K 0.16%
+14,440
152
$386K 0.15%
2,631
+67
153
$382K 0.15%
+15,640
154
$377K 0.15%
54,598
+41,050
155
$367K 0.15%
+13,356
156
$362K 0.14%
+2,450
157
$361K 0.14%
+4,390
158
$348K 0.14%
+5,521
159
$335K 0.13%
+4,660
160
$326K 0.13%
+2,880
161
$315K 0.12%
+1,670
162
$314K 0.12%
+2,345
163
$307K 0.12%
+3,528
164
$298K 0.12%
+351
165
$274K 0.11%
+8,798
166
$261K 0.1%
+5,426
167
$258K 0.1%
+6,062
168
$252K 0.1%
15,962
+2,731
169
$250K 0.1%
+31,000
170
$238K 0.09%
21,821
-2,442
171
$228K 0.09%
+4,865
172
$215K 0.09%
+2,919
173
$215K 0.09%
+1,159
174
$158K 0.06%
+12,160
175
$131K 0.05%
1,568
-1
5 6
7
8 9