CC
Constitution Capital Portfolio holdings
AUM
$196M
This Quarter Return
-11.12%
1 Year Return
+16.15%
3 Year Return
+69.54%
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
+$156M
(-14%)
Cap. Flow
-$2.21M
Cap. Flow
% of AUM
-1.42%
Top 10 Holdings %
Top 10 Hldgs %
63.91%
Holding
72
New
4
Increased
22
Reduced
24
Closed
11
Top Buys
| 1 |
PepsiCo
PEP
|
$1.33M |
| 2 |
Coca-Cola
KO
|
$855K |
| 3 |
Duke Energy
DUK
|
$804K |
| 4 |
Amazon
AMZN
|
$777K |
| 5 |
Verizon
VZ
|
$568K |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.35M |
| 2 |
JPMorgan Chase
JPM
|
$1.57M |
| 3 |
PARA
Paramount Global Class B
PARA
|
$943K |
| 4 |
Apple
AAPL
|
$817K |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$585K |
Sector Composition
| 1 | Technology | 23.82% |
| 2 | Consumer Staples | 20.84% |
| 3 | Utilities | 9.53% |
| 4 | Healthcare | 8.62% |
| 5 | Financials | 8.14% |
