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
$138M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$21.9M
3
+$21.7M
4
INTC icon
Intel
INTC
+$15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 51.89%
2 Communication Services 27.21%
3 Financials 20.74%
4 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.7M 19.42%
+400,000
2
$21.9M 15.87%
+156,994
3
$21.7M 15.78%
+388,390
4
$15M 10.87%
+250,000
5
$10.7M 7.78%
+160,000
6
$9.68M 7.03%
+832,709
7
$7.47M 5.42%
+292,650
8
$6.83M 4.96%
+25,000
9
$6.21M 4.51%
+23,700
10
$6.05M 4.39%
+82,400
11
$5.21M 3.78%
+230,000
12
$229K 0.17%
+250