CC
Constitution Capital Portfolio holdings
AUM
$196M
1-Year Return
16.15%
This Quarter Return
+10.14%
1 Year Return
+16.15%
3 Year Return
+69.54%
5 Year Return
–
10 Year Return
–
AUM
$177M
AUM Growth
+$11.3M
(+6.8%)
Cap. Flow
-$1.12M
Cap. Flow
% of AUM
-0.63%
Top 10 Holdings %
Top 10 Hldgs %
70.74%
Holding
68
New
5
Increased
28
Reduced
21
Closed
8
Top Buys
| 1 |
Eli Lilly
LLY
|
+$2.26M |
| 2 |
Microsoft
MSFT
|
+$1.64M |
| 3 |
Coca-Cola
KO
|
+$896K |
| 4 |
NVIDIA
NVDA
|
+$810K |
| 5 |
Exxon Mobil
XOM
|
+$721K |
Top Sells
| 1 |
Apple
AAPL
|
+$6.36M |
| 2 |
Visa
V
|
+$1.09M |
| 3 |
TJX Companies
TJX
|
+$1.03M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$687K |
| 5 |
PepsiCo
PEP
|
+$540K |
Sector Composition
| 1 | Technology | 35.08% |
| 2 | Consumer Staples | 18.06% |
| 3 | Financials | 9.26% |
| 4 | Consumer Discretionary | 7.29% |
| 5 | Healthcare | 6.83% |
