CIM
Castleton Investment Management Portfolio holdings
AUM
$10M
This Quarter Return
+17.94%
1 Year Return
-20.83%
3 Year Return
+15.09%
5 Year Return
+49.44%
10 Year Return
–
AUM
$11.6M
AUM Growth
+$11.6M
(-96%)
Cap. Flow
-$283M
Cap. Flow
% of AUM
-2,429.08%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
46
New
–
Increased
–
Reduced
–
Closed
45
Top Buys
No buys this quarter
Top Sells
| 1 |
CMS Energy
CMS
|
$25.6M |
| 2 |
FirstEnergy
FE
|
$20M |
| 3 |
American Electric Power
AEP
|
$17.6M |
| 4 |
DTE Energy
DTE
|
$17.5M |
| 5 |
Southern Company
SO
|
$15.6M |
Sector Composition
| 1 | Financials | 100% |
| 2 | Energy | 0% |
| 3 | Utilities | 0% |
