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
576
$16K 0.01%
+34
577
$16K 0.01%
+191
578
$16K 0.01%
+307
579
$15K 0.01%
+364
580
$15K 0.01%
+250
581
$15K 0.01%
+520
582
$15K 0.01%
+111
583
$14K 0.01%
+1,695
584
$14K 0.01%
+300
585
$14K 0.01%
+18
586
$14K 0.01%
+99
587
$14K 0.01%
+50
588
$14K 0.01%
+81
589
$14K 0.01%
+839
590
$14K 0.01%
+635
591
$14K 0.01%
+255
592
$14K 0.01%
+810
593
$14K 0.01%
+127
594
$14K 0.01%
+187
595
$14K 0.01%
+66
596
$14K 0.01%
+973
597
$13K 0.01%
+90
598
$13K 0.01%
+84
599
$13K 0.01%
+801
600
$13K 0.01%
+89