CP

Castleview Partners Portfolio holdings

AUM $184M
1-Year Est. Return 13.9%
This Quarter Est. Return
1 Year Est. Return
+13.9%
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 Sells

No sells this quarter

Sector Composition

1 Financials 14.67%
2 Technology 9.03%
3 Industrials 8.53%
4 Healthcare 6.45%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$21K 0.01%
+7,921
527
$20K 0.01%
+500
528
$20K 0.01%
+326
529
$20K 0.01%
+292
530
$20K 0.01%
+500
531
$20K 0.01%
+769
532
$20K 0.01%
+490
533
$19K 0.01%
+877
534
$19K 0.01%
+160
535
$19K 0.01%
+500
536
$19K 0.01%
+51
537
$19K 0.01%
+215
538
$19K 0.01%
+42
539
$19K 0.01%
+282
540
$19K 0.01%
+170
541
$18K 0.01%
+159
542
$18K 0.01%
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543
$18K 0.01%
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544
$18K 0.01%
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545
$18K 0.01%
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546
$18K 0.01%
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547
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548
$18K 0.01%
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549
$18K 0.01%
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550
$18K 0.01%
+33