CIM

Castleton Investment Management Portfolio holdings

AUM $10M
1-Year Est. Return 20.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-20.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$21.7M
2 +$16.4M
3 +$11.8M
4
SRE icon
Sempra
SRE
+$8.55M
5
SCG
Scana
SCG
+$7.7M

Top Sells

1 +$21.2M
2 +$18M
3 +$14.7M
4
PCG icon
PG&E
PCG
+$11.9M
5
PNW icon
Pinnacle West Capital
PNW
+$9.91M

Sector Composition

1 Utilities 91.64%
2 Energy 2.47%
3 Financials 2.31%
4 Technology 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-342,771
52
-95,049