CANC
Culbertson A N & Co Portfolio holdings
AUM
$651M
This Quarter Return
+1.2%
1 Year Return
+19.08%
3 Year Return
+64.27%
5 Year Return
+125.73%
10 Year Return
+240.32%
AUM
$178M
AUM Growth
–
Cap. Flow
+$178M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.9%
Holding
76
New
76
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$6.8M |
| 2 |
IBM
IBM
|
$6.78M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$6.37M |
| 4 |
CVS Health
CVS
|
$5.78M |
| 5 |
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% |