Cape Ann Savings Bank
CIK Number: 0000936938
169.89M
Market Value
86
# of Holdings
12 months
Avg. Holding Period
37.36%
Win Rate
9.94%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IJH | iShares Core S&... | 54.85 | +0.85% | 272.93K | +0.38% | 17.01M | 46.36 | 10.01% |
| 2 | EFA | iShares MSCI EA... | 81.03 | +1.00% | 196.73K | +10.19% | 14.87M | 73.69 | 8.76% |
| 3 | IVV | iShares Core S&... | 528.98 | +0.16% | 21.28K | +3.48% | 12.52M | 473.37 | 7.37% |
| 4 | AAPL | Apple Inc. | 196.91 | +1.36% | 35.44K | -3.84% | 8.87M | 132.71 | 5.22% |
| 5 | VGSH | Vanguard Short-... | 58.72 | +0.03% | 151.47K | +0.22% | 8.81M | 57.86 | 5.19% |
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