CC
Constitution Capital Portfolio holdings
AUM
$196M
This Quarter Return
+8.1%
1 Year Return
+16.15%
3 Year Return
+69.54%
5 Year Return
–
10 Year Return
–
AUM
$176M
AUM Growth
+$176M
(+6.5%)
Cap. Flow
-$1.01M
Cap. Flow
% of AUM
-0.58%
Top 10 Holdings %
Top 10 Hldgs %
72.01%
Holding
68
New
1
Increased
20
Reduced
30
Closed
2
Top Buys
| 1 |
Walmart
WMT
|
$1.25M |
| 2 |
Coca-Cola
KO
|
$1.18M |
| 3 |
Procter & Gamble
PG
|
$786K |
| 4 |
Apple
AAPL
|
$673K |
| 5 |
PepsiCo
PEP
|
$457K |
Top Sells
| 1 |
PARA
Paramount Global Class B
PARA
|
$2.97M |
| 2 |
CVS Health
CVS
|
$1.11M |
| 3 |
American Express
AXP
|
$740K |
| 4 |
Verizon
VZ
|
$375K |
| 5 |
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% |
