CANC

Culbertson A N & Co Portfolio holdings

AUM $651M
1-Year Est. Return 19.08%
This Quarter Est. Return
1 Year Est. Return
+19.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$6.8M
2 +$6.78M
3 +$6.37M
4
CVS icon
CVS Health
CVS
+$5.78M
5
PG icon
Procter & Gamble
PG
+$5.58M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.01%
2 Financials 15.1%
3 Industrials 12.58%
4 Consumer Staples 11.4%
5 Healthcare 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$3K ﹤0.01%
+33,000