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