StockDriftsStockDriftsTop 50 Cape Ann Savings Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES MSCI EAFE ETF | 10.99% | 225.1K | $21.9M | +0.86%(+1.93K) | $70.35(+47.58%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP 400 ETF | 8.98% | 264.7K | $17.9M | +4.39%(+11.14K) | $32.45(+125.39%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 5.84% | 131.8K | $11.6M | -8.10%(-11.61K) | $34.62(+154.74%) | 2026-03-31 | |
| IVV | ISHARES S&P 500 | 5.03% | 15.3K | $10.0M | +3.43%(+509) | $404.31(+84.45%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.47% | 35.0K | $8.9M | +2.19%(+752) | $69.85(+327.90%) | 2026-03-31 | |
| VGSH | VANGUARD SHORT TERM TREASURY ETF | 4.2% | 142.7K | $8.4M | +1.33%(+1.88K) | $57.99(+0.48%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.09% | 21.4K | $6.1M | -5.01%(-1.13K) | $45.81(+778.92%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.71% | 14.6K | $5.4M | -0.99%(-146) | $80.12(+405.72%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 2.66% | 42.5K | $5.3M | +32.81%(+10.51K) | $80.73(+67.58%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.27% | 18.5K | $4.5M | -1.40%(-263) | $92.34(+149.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.55% | +46.40% |
| Top 20 Holdings Unweighted | +13.97% | +48.04% |
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