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CP

Castleview Partners Portfolio holdings

AUM $195M
1-Year Est. Return 15.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
922
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$10.3M
3
+$9.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.5M
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$5.56M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.61%
2 Technology 9.03%
3 Industrials 8.52%
4 Healthcare 6.45%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$29K 0.01%
+250
477
$29K 0.01%
+768
478
$28K 0.01%
+200
479
$28K 0.01%
+535
480
$28K 0.01%
+2,025
481
$27K 0.01%
+308
482
$27K 0.01%
+770
483
$27K 0.01%
+166
484
$27K 0.01%
+549
485
$27K 0.01%
+480
486
$27K 0.01%
+446
487
$26K 0.01%
+96
488
$26K 0.01%
+193
489
$26K 0.01%
+41
490
$26K 0.01%
+180
491
$26K 0.01%
+1,750
492
$25K 0.01%
+179
493
$25K 0.01%
+1,060
494
$25K 0.01%
+130
495
$25K 0.01%
+1,670
496
$24K 0.01%
+872
497
$24K 0.01%
+16,500
498
$24K 0.01%
+243
499
$24K 0.01%
+350
500
$24K 0.01%
+162
18 19
20
21 22