CIM

Coastal Investment Management Portfolio holdings

AUM $71.8M
1-Year Est. Return 80.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+80.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$57.4M
AUM Growth
+$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$9.77M
3
+$4.68M
4
TMUS icon
T-Mobile US
TMUS
+$1.94M
5
OTEX icon
Open Text
OTEX
+$1.17M

Top Sells

1
+$10.4M
2
+$5.72M
3
+$3.81M
4
BFH icon
Bread Financial
BFH
+$2.61M
5
CNC icon
Centene
CNC
+$2.11M

Sector Composition

1 Technology 57.22%
2 Healthcare 23.44%
3 Communication Services 15.3%
4 Energy 1.36%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-89,563
27
– –
-15,000
28
– –
-30,000
1
2