CT

Coastline Trust Portfolio holdings

AUM $1.06B
1-Year Est. Return 21.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$580M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.37M
3
+$1.22M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$1.11M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$827K

Top Sells

1
+$4.91M
2
+$3.21M
3
+$2.61M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.21M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.99M

Sector Composition

1 Technology 12.69%
2 Healthcare 12.5%
3 Financials 9.53%
4 Consumer Discretionary 7.85%
5 Industrials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
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