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
$27.8M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$3.74M
3
+$687K

Top Sells

1
+$672K
2
+$330K
3
+$268K
4
ACM icon
Aecom
ACM
+$108K

Sector Composition

1 Technology 73.71%
2 Energy 15.39%
3 Financials 5.31%
4 Industrials 0.27%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.64M 27.48%
427,824
+277,824
2
$5.07M 18.22%
103,650
3
$4.74M 17.06%
33,000
+26,000
4
$4.28M 15.39%
529,206
-40,794
5
$1.79M 6.45%
140,835
6
$1.48M 5.31%
44,078
-20,048
7
$687K 2.47%
+5,000
8
$573K 2.06%
15,750
9
$563K 2.03%
51,715
10
$75K 0.27%
1,799
-2,600
11
$1K ﹤0.01%
1
12
– –
-60,000