CP
Castleview Partners Portfolio holdings
AUM
$184M
1-Year Est. Return
13.9%
1 Year Est. Return
+13.9%
AUM
$108M
AUM Growth
-$2.78M
(-2.5%)
Holding
782
Top Buys
| 1 | +$10.7M | |
| 2 | +$2.36M | |
| 3 | +$1.89M | |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$697K |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$512K |
Top Sells
| 1 | +$1.45M | |
| 2 | +$959K | |
| 3 | +$792K | |
| 4 |
Charles Schwab
SCHW
|
+$698K |
| 5 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$691K |
Sector Composition
| 1 | Consumer Discretionary | 8.63% |
| 2 | Technology | 7.92% |
| 3 | Financials | 7.32% |
| 4 | Healthcare | 3.84% |
| 5 | Communication Services | 3.11% |