CC
Constitution Capital Portfolio holdings
AUM
$196M
This Quarter Return
-5.51%
1 Year Return
+16.15%
3 Year Return
+69.54%
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
-$28.9M
(-16%)
Cap. Flow
-$18.4M
Cap. Flow
% of AUM
-12.56%
Top 10 Holdings %
Top 10 Hldgs %
71.33%
Holding
67
New
1
Increased
6
Reduced
36
Closed
6
Top Buys
| 1 |
The Communication Services Select Sector SPDR Fund
XLC
|
$205K |
| 2 |
Tesla
TSLA
|
$150K |
| 3 |
Johnson & Johnson
JNJ
|
$26.2K |
| 4 |
Visa
V
|
$23K |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$18K |
Top Sells
| 1 |
PepsiCo
PEP
|
$8.4M |
| 2 |
Apple
AAPL
|
$1.36M |
| 3 |
Microsoft
MSFT
|
$1.29M |
| 4 |
Walmart
WMT
|
$1.12M |
| 5 |
Walt Disney
DIS
|
$981K |
Sector Composition
| 1 | Technology | 31.72% |
| 2 | Consumer Staples | 20.55% |
| 3 | Financials | 9.13% |
| 4 | Consumer Discretionary | 7.8% |
| 5 | Healthcare | 6.76% |
