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 ﹤0.01%
+10
852
$0 ﹤0.01%
+2
853
$0 ﹤0.01%
+5
854
0
855
0
856
$0 ﹤0.01%
+4
857
$0 ﹤0.01%
+11
858
$0 ﹤0.01%
+10
859
$0 ﹤0.01%
+2
860
$0 ﹤0.01%
+1
861
$0 ﹤0.01%
+8
862
0
863
$0 ﹤0.01%
+500
864
$0 ﹤0.01%
+2
865
$0 ﹤0.01%
+40