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
$629M
AUM Growth
+$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$1.64M
2 +$617K
3 +$493K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$458K
5
JPM icon
JPMorgan Chase
JPM
+$449K

Sector Composition

1 Financials 23.37%
2 Technology 19.67%
3 Healthcare 8.87%
4 Industrials 8.74%
5 Consumer Staples 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,165
127
-3,695