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
826
$2K ﹤0.01%
+12
827
$2K ﹤0.01%
+25
828
$2K ﹤0.01%
+349
829
$2K ﹤0.01%
+10
830
$1K ﹤0.01%
+112
831
$1K ﹤0.01%
+18
832
$1K ﹤0.01%
+1
833
$1K ﹤0.01%
+18
834
$1K ﹤0.01%
+10
835
$1K ﹤0.01%
+44
836
$1K ﹤0.01%
+43
837
$1K ﹤0.01%
+7
838
$1K ﹤0.01%
+16
839
$1K ﹤0.01%
+8
840
$1K ﹤0.01%
+15
841
$1K ﹤0.01%
+8
842
$1K ﹤0.01%
+24
843
$1K ﹤0.01%
+192
844
$1K ﹤0.01%
+12
845
$1K ﹤0.01%
+24
846
$1K ﹤0.01%
+72
847
$1K ﹤0.01%
+22
848
$0 ﹤0.01%
+40
849
$0 ﹤0.01%
+2
850
$0 ﹤0.01%
+500