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
551
$17K 0.01%
+69
552
$17K 0.01%
+99
553
$17K 0.01%
+88
554
$17K 0.01%
+146
555
$17K 0.01%
+137
556
$17K 0.01%
+366
557
$17K 0.01%
+338
558
$17K 0.01%
+250
559
$17K 0.01%
+132
560
$17K 0.01%
+366
561
$17K 0.01%
+68
562
$17K 0.01%
+262
563
$17K 0.01%
+126
564
$17K 0.01%
+163
565
$16K 0.01%
+456
566
$16K 0.01%
+312
567
$16K 0.01%
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568
$16K 0.01%
+214
569
$16K 0.01%
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570
$16K 0.01%
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571
$16K 0.01%
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572
$16K 0.01%
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573
$16K 0.01%
+252
574
$16K 0.01%
+249
575
$16K 0.01%
+52