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COI

Connable Office Inc Portfolio holdings

AUM $1.02B
1-Year Est. Return 19.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
-$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.9M
3
+$5.36M
4
NOW icon
ServiceNow
NOW
+$2.48M
5
V icon
Visa
V
+$2.28M

Top Sells

1
+$32.3M
2
+$19.6M
3
+$10.7M
4
MBB icon
iShares MBS ETF
MBB
+$9.26M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.14M

Sector Composition

1 Technology 8.44%
2 Financials 4.23%
3 Industrials 3.27%
4 Healthcare 2.77%
5 Consumer Discretionary 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BCO icon
226
Brink's
BCO
$4.24B
– –
-1,783
BRK.A icon
227
Berkshire Hathaway Class A
BRK.A
$1.05T
– –
-26
BRK.B icon
228
Berkshire Hathaway Class B
BRK.B
$1.05T
– –
-1,471
CARR icon
229
Carrier Global
CARR
$57.2B
– –
-10,062
CAT icon
230
Caterpillar
CAT
$398B
– –
-381
CPNG icon
231
Coupang
CPNG
$28.1B
– –
-40,649
CWAN icon
232
Clearwater Analytics
CWAN
$7.24B
– –
-20,154
DUK icon
233
Duke Energy
DUK
$97.5B
– –
-3,441
GE icon
234
GE Aerospace
GE
$337B
– –
-3,024
HD icon
235
Home Depot
HD
$320B
– –
-754
IJT icon
236
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.55B
– –
-3,066
INSP icon
237
Inspire Medical Systems
INSP
$1.22B
– –
-3,633
IUSB icon
238
iShares Core Universal USD Bond ETF
IUSB
$41.4B
– –
-9,375
IWO icon
239
iShares Russell 2000 Growth ETF
IWO
$14.3B
– –
-5,051
KEY icon
240
KeyCorp
KEY
$23.7B
– –
-17,442
KMB icon
241
Kimberly-Clark
KMB
$33.7B
– –
-2,000
MBB icon
242
iShares MBS ETF
MBB
$38.4B
– –
-97,215
MCD icon
243
McDonald's
MCD
$202B
– –
-1,147
MELI icon
244
Mercado Libre
MELI
$81B
– –
-393
MNDY icon
245
monday.com
MNDY
$4.22B
– –
-3,329
MORN icon
246
Morningstar
MORN
$7B
– –
-1,470
NVO
247
Novo Nordisk
NVO
$192B
– –
-12,209
OTIS icon
248
Otis Worldwide
OTIS
$27B
– –
-5,172
PFE icon
249
Pfizer
PFE
$146B
– –
-35,471
RACE icon
250
Ferrari
RACE
$61.6B
– –
-1,840
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