CANC

Culbertson A N & Co Portfolio holdings

AUM $729M
1-Year Est. Return 23.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$651M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$1.95M
2 +$531K
3 +$408K
4
UNP icon
Union Pacific
UNP
+$373K
5
MTB icon
M&T Bank
MTB
+$325K

Top Sells

1 +$2.03M
2 +$1.46M
3 +$1.46M
4
AAPL icon
Apple
AAPL
+$928K
5
MSFT icon
Microsoft
MSFT
+$632K

Sector Composition

1 Financials 25.34%
2 Technology 19.25%
3 Healthcare 9%
4 Industrials 8.24%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$201K 0.03%
+2,829
127
-9,450