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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
826
$1K ﹤0.01%
+8
827
$1K ﹤0.01%
+24
828
$1K ﹤0.01%
+192
829
$1K ﹤0.01%
+12
830
$1K ﹤0.01%
+24
831
$1K ﹤0.01%
+72
832
$1K ﹤0.01%
+22
833
$1K ﹤0.01%
+15
834
$1K ﹤0.01%
+8
835
$1K ﹤0.01%
+16
836
$1K ﹤0.01%
+7
837
$1K ﹤0.01%
+43
838
$1K ﹤0.01%
+10
839
$1K ﹤0.01%
+18
840
$1K ﹤0.01%
+1
841
$1K ﹤0.01%
+18
842
$1K ﹤0.01%
+112
843
$1K ﹤0.01%
+44
844
$0 ﹤0.01%
+2
845
$0 ﹤0.01%
+1
846
$0 ﹤0.01%
+1
847
$0 ﹤0.01%
+16
848
$0 ﹤0.01%
+10
849
$0 ﹤0.01%
+2
850
$0 ﹤0.01%
+5
31 32 33
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