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
851
0
852
$0 ﹤0.01%
+8
853
$0 ﹤0.01%
+1
854
$0 ﹤0.01%
+2
855
$0 ﹤0.01%
+10
856
$0 ﹤0.01%
+11
857
$0 ﹤0.01%
+4
858
0
859
0
860
$0 ﹤0.01%
+5
861
$0 ﹤0.01%
+2
862
$0 ﹤0.01%
+10
863
$0 ﹤0.01%
+16
864
$0 ﹤0.01%
+1
865
$0 ﹤0.01%
+1