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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
576
$15K 0.01%
+364
577
$15K 0.01%
+250
578
$15K 0.01%
+111
579
$15K 0.01%
+520
580
$14K 0.01%
+1,695
581
$14K 0.01%
+300
582
$14K 0.01%
+18
583
$14K 0.01%
+99
584
$14K 0.01%
+50
585
$14K 0.01%
+81
586
$14K 0.01%
+839
587
$14K 0.01%
+635
588
$14K 0.01%
+255
589
$14K 0.01%
+810
590
$14K 0.01%
+127
591
$14K 0.01%
+187
592
$14K 0.01%
+66
593
$14K 0.01%
+973
594
$13K 0.01%
+117
595
$13K 0.01%
+90
596
$13K 0.01%
+84
597
$13K 0.01%
+801
598
$13K 0.01%
+89
599
$13K 0.01%
+200
600
$13K 0.01%
+341
22 23
24
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