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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
776
$3K ﹤0.01%
+58
777
$3K ﹤0.01%
+200
778
$3K ﹤0.01%
+33
779
$3K ﹤0.01%
+56
780
$3K ﹤0.01%
+106
781
$3K ﹤0.01%
+100
782
$3K ﹤0.01%
+84
783
$3K ﹤0.01%
+52
784
$3K ﹤0.01%
+200
785
$3K ﹤0.01%
+107
786
$3K ﹤0.01%
+107
787
$3K ﹤0.01%
+49
788
$3K ﹤0.01%
+1,000
789
$3K ﹤0.01%
+25
790
$3K ﹤0.01%
+36
791
$3K ﹤0.01%
+105
792
$3K ﹤0.01%
+50
793
$3K ﹤0.01%
+310
794
$3K ﹤0.01%
+250
795
$3K ﹤0.01%
+100
796
$3K ﹤0.01%
+65
797
$3K ﹤0.01%
+53
798
$3K ﹤0.01%
+19
799
$3K ﹤0.01%
+100
800
$3K ﹤0.01%
+80
30 31
32
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