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
676
$9K ﹤0.01%
+642
677
$9K ﹤0.01%
+269
678
$9K ﹤0.01%
+412
679
$9K ﹤0.01%
+248
680
$9K ﹤0.01%
+1,463
681
$9K ﹤0.01%
+110
682
$9K ﹤0.01%
+160
683
$9K ﹤0.01%
+180
684
$9K ﹤0.01%
+63
685
$9K ﹤0.01%
+124
686
$9K ﹤0.01%
+46
687
$9K ﹤0.01%
+73
688
$9K ﹤0.01%
+189
689
$9K ﹤0.01%
+165
690
$9K ﹤0.01%
+622
691
$9K ﹤0.01%
+302
692
$9K ﹤0.01%
+159
693
$9K ﹤0.01%
+138
694
$9K ﹤0.01%
+84
695
$8K ﹤0.01%
+23
696
$8K ﹤0.01%
+250
697
$8K ﹤0.01%
+185
698
$8K ﹤0.01%
+400
699
$8K ﹤0.01%
+500
700
$8K ﹤0.01%
+160