CIM
Castleton Investment Management Portfolio holdings
AUM
$10M
This Quarter Return
+2.93%
1 Year Return
-20.83%
3 Year Return
+15.09%
5 Year Return
+49.44%
10 Year Return
–
AUM
$10M
AUM Growth
+$10M
(+2.9%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
CME Group
CME
$96B
| $10M | 100% | 60,000 | – | – |
|