CIM

Coastal Investment Management Portfolio holdings

AUM $71.8M
1-Year Est. Return 79.89%
This Quarter Est. Return
1 Year Est. Return
+79.89%
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
+$14.5M
2
+$8.14M
3
+$4.45M
4
TMUS icon
T-Mobile US
TMUS
+$1.93M
5
OTEX icon
Open Text
OTEX
+$1.19M

Top Sells

1
+$10.4M
2
+$6.52M
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
– –
-15,750
27
– –
-51,715
28
– –
-1
1
2