CC

Constitution Capital Portfolio holdings

AUM $211M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
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
+$27.2M
2
+$11.2M
3
+$8.28M
4
WMT icon
Walmart Inc
WMT
+$7.34M
5
HD icon
Home Depot
HD
+$7.05M

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
51
$248K 0.18%
+9,214
52
$238K 0.17%
+1,000
53
$215K 0.15%
+1,000
54
$211K 0.15%
+3,400
55
$211K 0.15%
+3,424
56
$200K 0.14%
+1,100
57
$121K 0.09%
+12,700
1 2
3