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
$714M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.1M
3
+$8.1M
4
META icon
Meta Platforms (Facebook)
META
+$6.38M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$5.88M

Top Sells

1
+$15.1M
2
+$5.05M
3
+$3.71M
4
DVY icon
iShares Select Dividend ETF
DVY
+$3.43M
5
NATI
National Instruments Corp
NATI
+$2.85M

Sector Composition

1 Technology 20.51%
2 Healthcare 11.58%
3 Financials 8.26%
4 Consumer Discretionary 6.07%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
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