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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
601
$13K 0.01%
+38
602
$13K 0.01%
+186
603
$13K 0.01%
+152
604
$13K 0.01%
+256
605
$13K 0.01%
+352
606
$13K 0.01%
+340
607
$13K 0.01%
+242
608
$13K 0.01%
+105
609
$13K 0.01%
+73
610
$12K 0.01%
+1,438
611
$12K 0.01%
+116
612
$12K 0.01%
+208
613
$12K 0.01%
+101
614
$12K 0.01%
+94
615
$12K 0.01%
+60
616
$12K 0.01%
+145
617
$12K 0.01%
+80
618
$12K 0.01%
+204
619
$12K 0.01%
+110
620
$12K 0.01%
+130
621
$12K 0.01%
+191
622
$12K 0.01%
+1,313
623
$11K ﹤0.01%
+500
624
$11K ﹤0.01%
+70
625
$11K ﹤0.01%
+145
23 24
25
26 27