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
$163M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$3.55M
3
+$1.94M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.3M
5
BA icon
Boeing
BA
+$1.19M

Top Sells

1
+$1.48M
2
+$1.32M
3
+$1.3M
4
AAPL icon
Apple
AAPL
+$1.3M
5
MRK icon
Merck
MRK
+$974K

Sector Composition

1 Technology 31%
2 Consumer Staples 14.97%
3 Communication Services 9.73%
4 Financials 9.17%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.73%
+4,952
27
$1.12M 0.69%
16,625
+100
28
$892K 0.55%
16,488
-447
29
$885K 0.54%
13,992
-1,413
30
$867K 0.53%
5,250
-100
31
$717K 0.44%
8,850
+760
32
$688K 0.42%
9,833
-50
33
$632K 0.39%
5,985
34
$622K 0.38%
4,597
-90
35
$620K 0.38%
31,000
+3,000
36
$616K 0.38%
7,284
+294
37
$594K 0.36%
1,500
-1,000
38
$568K 0.35%
1,950
39
$566K 0.35%
15,420
+790
40
$544K 0.33%
8,994
+429
41
$533K 0.33%
6,850
-12,512
42
$516K 0.32%
2,232
+352
43
$515K 0.32%
5,030
+2,000
44
$410K 0.25%
700
45
$406K 0.25%
3,630
+700
46
$373K 0.23%
1,700
47
$344K 0.21%
803
+45
48
$329K 0.2%
900
49
$325K 0.2%
850
50
$317K 0.19%
+900
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