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
$182M
AUM Growth
-$5.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.58M
3
+$1.94M
4
AAPL icon
Apple
AAPL
+$1.64M
5
UNH icon
UnitedHealth
UNH
+$1.61M

Top Sells

1
+$8.8M
2
+$3.86M
3
+$614K
4
NEE icon
NextEra Energy
NEE
+$434K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$389K

Sector Composition

1 Technology 27.43%
2 Consumer Staples 17.59%
3 Financials 9.36%
4 Utilities 7.59%
5 Healthcare 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.72%
8,020
-1,180
27
$1.22M 0.67%
16,794
+6,500
28
$1.21M 0.66%
2,905
+1,350
29
$1.08M 0.59%
10,834
+3,800
30
$923K 0.51%
3,732
+900
31
$912K 0.5%
15,050
-1,025
32
$898K 0.49%
14,478
+1,300
33
$873K 0.48%
32,000
-1,000
34
$761K 0.42%
19,865
+1,745
35
$711K 0.39%
5,300
-525
36
$668K 0.37%
6,490
-395
37
$625K 0.34%
8,395
-155
38
$610K 0.33%
11,784
+6,799
39
$576K 0.32%
7,585
-978
40
$426K 0.23%
6,195
-5,500
41
$387K 0.21%
856
42
$377K 0.21%
+3,475
43
$340K 0.19%
2,100
+400
44
$336K 0.18%
4,100
-885
45
$333K 0.18%
1,896
46
$331K 0.18%
1,700
47
$322K 0.18%
900
48
$319K 0.17%
650
-100
49
$317K 0.17%
3,800
50
$285K 0.16%
1,000
1
2
3