CC

Coastland Capital Portfolio holdings

AUM $429M
1-Year Est. Return 29.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1 +$40.3M
2 +$38.2M
3 +$30.7M
4
AMZN icon
Amazon
AMZN
+$22M
5
WWAV
The WhiteWave Foods Company
WWAV
+$21.1M

Top Sells

1 +$30.2M
2 +$28.6M
3 +$26.5M
4
MUSA icon
Murphy USA
MUSA
+$23.5M
5
NBR icon
Nabors Industries
NBR
+$23.5M

Sector Composition

1 Technology 13.55%
2 Communication Services 9.2%
3 Energy 8.73%
4 Consumer Staples 7.76%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-93,596
127
0
128
0