CC

Constitution Capital Portfolio holdings

AUM $214M
1-Year Est. Return 17.76%
This Quarter Est. Return
1 Year Est. Return
+17.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$11.6M
3
+$8.54M
4
JPM icon
JPMorgan Chase
JPM
+$7.65M
5
DIS icon
Walt Disney
DIS
+$7.58M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.04%
2 Consumer Staples 18.44%
3 Communication Services 10.3%
4 Financials 9.86%
5 Utilities 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.75%
+15,525
27
$803K 0.57%
+14,635
28
$756K 0.54%
+6,250
29
$718K 0.51%
+6,536
30
$688K 0.49%
+4,887
31
$610K 0.43%
+6,670
32
$586K 0.42%
+8,683
33
$545K 0.39%
+6,550
34
$545K 0.39%
+8,865
35
$483K 0.34%
+7,165
36
$459K 0.33%
+7,802
37
$420K 0.3%
+14,230
38
$414K 0.29%
+1,100
39
$404K 0.29%
+1,800
40
$366K 0.26%
+28,000
41
$362K 0.26%
+1,700
42
$340K 0.24%
+1,245
43
$300K 0.21%
+2,271
44
$297K 0.21%
+30,500
45
$286K 0.2%
+800
46
$283K 0.2%
+1,217
47
$273K 0.19%
+850
48
$267K 0.19%
+713
49
$255K 0.18%
+3,800
50
$248K 0.18%
+9,214
1
2
3