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
176
$18K ﹤0.01%
141,900
+110,400
177
– –
-242,375
178
– –
-39,200
179
– –
-22,100
180
– –
-49,617
181
– –
-58,920
182
– –
-85,000
183
– –
-75,000
184
– –
-60,923
185
– –
-33,000
186
– –
-14,998
187
– –
-41,700
188
– –
-186,500
189
– –
-13,686
190
– –
-12,350
191
– –
-19,688
192
– –
-35,599
4 5 6 7
8