CT

Coastline Trust Portfolio holdings

AUM $932M
1-Year Est. Return 20.8%
This Quarter Est. Return
1 Year Est. Return
+20.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Sells

1 +$1.39M
2 +$1.24M
3 +$1.11M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.03M
5
CVS icon
CVS Health
CVS
+$961K

Sector Composition

1 Healthcare 11.21%
2 Technology 9.53%
3 Industrials 8.54%
4 Consumer Staples 8.45%
5 Energy 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-5,900
277
-5,035