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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
651
$10K ﹤0.01%
+54
652
$10K ﹤0.01%
+61
653
$10K ﹤0.01%
+22
654
$10K ﹤0.01%
+47
655
$10K ﹤0.01%
+167
656
$10K ﹤0.01%
+117
657
$10K ﹤0.01%
+64
658
$10K ﹤0.01%
+116
659
$10K ﹤0.01%
+500
660
$10K ﹤0.01%
+66
661
$10K ﹤0.01%
+108
662
$10K ﹤0.01%
+1,660
663
$10K ﹤0.01%
+71
664
$10K ﹤0.01%
+31
665
$10K ﹤0.01%
+78
666
$10K ﹤0.01%
+153
667
$10K ﹤0.01%
+146
668
$10K ﹤0.01%
+56
669
$10K ﹤0.01%
+118
670
$10K ﹤0.01%
+145
671
$10K ﹤0.01%
+242
672
$9K ﹤0.01%
+1,463
673
$9K ﹤0.01%
+110
674
$9K ﹤0.01%
+160
675
$9K ﹤0.01%
+180
25 26
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