CANC
Culbertson A N & Co Portfolio holdings
AUM
$651M
This Quarter Return
+18.05%
1 Year Return
+19.08%
3 Year Return
+64.27%
5 Year Return
+125.73%
10 Year Return
+240.32%
AUM
$364M
AUM Growth
+$364M
(+18%)
Cap. Flow
+$4.36M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
36.8%
Holding
109
New
4
Increased
53
Reduced
33
Closed
–
Top Buys
| 1 |
Brookfield
BN
|
$1.14M |
| 2 |
Amazon
AMZN
|
$519K |
| 3 |
Mastercard
MA
|
$414K |
| 4 |
Lowe's Companies
LOW
|
$378K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$310K |
Top Sells
| 1 |
Wells Fargo
WFC
|
$203K |
| 2 |
Apple
AAPL
|
$192K |
| 3 |
AT&T
T
|
$188K |
| 4 |
Dell
DELL
|
$157K |
| 5 |
Cummins
CMI
|
$114K |
Sector Composition
| 1 | Technology | 22.47% |
| 2 | Financials | 16.46% |
| 3 | Healthcare | 11.65% |
| 4 | Industrials | 7.79% |
| 5 | Consumer Staples | 7.67% |
