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CP
Castleview Partners Portfolio holdings
AUM
$195M
1-Year Est. Return
15.9%
This Fund
S&P 500
1 Year Est. Return
+15.9%
AUM
$108M
AUM Growth
-$2.78M
(-2.5%)
Holding
782
Top Buys
| 1 | +$11.2M | |
| 2 | +$2.41M | |
| 3 | +$1.95M | |
| 4 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$724K |
| 5 |
Procter & Gamble
PG
|
+$529K |
Top Sells
| 1 | +$1.51M | |
| 2 | +$1.02M | |
| 3 | +$792K | |
| 4 |
SCHW
Charles Schwab
SCHW
|
+$768K |
| 5 |
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$691K |
Sector Composition
| 1 | Consumer Discretionary | 8.63% |
| 2 | Technology | 7.92% |
| 3 | Financials | 7.32% |
| 4 | Healthcare | 3.84% |
| 5 | Communication Services | 3.11% |