CT
Coastline Trust Portfolio holdings
AUM
$873M
This Quarter Return
+2.03%
1 Year Return
+17.85%
3 Year Return
+82.79%
5 Year Return
+125.7%
10 Year Return
+259.46%
AUM
$509M
AUM Growth
+$509M
(-0.41%)
Cap. Flow
-$5.3M
Cap. Flow
% of AUM
-1.04%
Top 10 Holdings %
Top 10 Hldgs %
16.16%
Holding
276
New
11
Increased
90
Reduced
103
Closed
9
Top Buys
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$2.13M |
| 2 |
Johnson Controls International
JCI
|
$1.45M |
| 3 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$1.25M |
| 4 |
Yum! Brands
YUM
|
$1.24M |
| 5 |
GameStop
GME
|
$827K |
Sector Composition
| 1 | Technology | 10.76% |
| 2 | Healthcare | 10.18% |
| 3 | Financials | 9.06% |
| 4 | Industrials | 8.59% |
| 5 | Consumer Staples | 7.86% |