CT
Coastline Trust Portfolio holdings
AUM
$873M
This Quarter Return
+7.71%
1 Year Return
+17.85%
3 Year Return
+82.79%
5 Year Return
+125.7%
10 Year Return
+259.46%
AUM
$665M
AUM Growth
+$665M
(+5%)
Cap. Flow
+$433K
Cap. Flow
% of AUM
0.07%
Top 10 Holdings %
Top 10 Hldgs %
16.77%
Holding
320
New
14
Increased
106
Reduced
162
Closed
8
Top Buys
| 1 |
Apple
AAPL
|
$8.38M |
| 2 |
Vanguard Long-Term Bond ETF
BLV
|
$6.13M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$2.61M |
| 4 |
iShares Exponential Technologies ETF
XT
|
$2.1M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.64M |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$3.3M |
| 2 |
Brookfield Renewable
BEP
|
$2.5M |
| 3 |
Eaton
ETN
|
$2.06M |
| 4 |
LOGM
LogMein, Inc.
LOGM
|
$1.81M |
| 5 |
AT&T
T
|
$1.7M |
Sector Composition
| 1 | Technology | 16.6% |
| 2 | Healthcare | 12.46% |
| 3 | Consumer Discretionary | 8.48% |
| 4 | Financials | 7.99% |
| 5 | Industrials | 6.46% |
