CC

Coastland Capital Portfolio holdings

AUM $429M
1-Year Est. Return 9.08%
This Quarter Est. Return
1 Year Est. Return
+9.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$68.5M
2
+$64M
3
+$57.3M
4
UNH icon
UnitedHealth
UNH
+$47.8M
5
CST
CST Brands, Inc.
CST
+$35.8M

Top Sells

1
+$71.7M
2
+$66.9M
3
+$54.7M
4
GE icon
GE Aerospace
GE
+$35M
5
VA
Virgin America Inc.
VA
+$30.6M

Sector Composition

1 Technology 15.8%
2 Healthcare 11.34%
3 Materials 7.22%
4 Energy 5.45%
5 Financials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5