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
$176M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.18M
3
+$786K
4
AAPL icon
Apple
AAPL
+$673K
5
PEP icon
PepsiCo
PEP
+$457K

Top Sells

1
+$2.97M
2
+$1.11M
3
+$740K
4
VZ icon
Verizon
VZ
+$375K
5
DUK icon
Duke Energy
DUK
+$220K

Sector Composition

1 Technology 30.85%
2 Consumer Staples 24.96%
3 Financials 8.08%
4 Consumer Discretionary 6.96%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.6%
8,100
+200
27
$981K 0.56%
10,985
-840
28
$975K 0.56%
11,580
-1,064
29
$974K 0.55%
2,405
-40
30
$808K 0.46%
1,500
31
$778K 0.44%
1,750
32
$728K 0.41%
21,584
+70
33
$652K 0.37%
6,071
+50
34
$559K 0.32%
6,350
-100
35
$557K 0.32%
7,509
-230
36
$504K 0.29%
1,136
+85
37
$497K 0.28%
1,900
+850
38
$497K 0.28%
13,365
-10,080
39
$490K 0.28%
4,047
-198
40
$468K 0.27%
11,255
-800
41
$467K 0.27%
1,900
42
$464K 0.26%
6,608
-86
43
$448K 0.26%
6,850
+90
44
$436K 0.25%
15,200
-1,850
45
$404K 0.23%
3,000
46
$397K 0.23%
3,700
+480
47
$396K 0.23%
10,790
-944
48
$392K 0.22%
3,400
49
$374K 0.21%
1,800
+200
50
$357K 0.2%
3,000
+100
1
2
3