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
$148M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1 +$2.13M
2 +$1.61M
3 +$1.21M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.1M
5
TSLA icon
Tesla
TSLA
+$1.09M

Sector Composition

1 Healthcare 9.76%
2 Technology 8.26%
3 Consumer Discretionary 6.88%
4 Financials 5.77%
5 Energy 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
-64
602
-196