CT
Coastline Trust Portfolio holdings
AUM
$873M
This Quarter Return
+10.42%
1 Year Return
+17.85%
3 Year Return
+82.79%
5 Year Return
+125.7%
10 Year Return
+259.46%
AUM
$671M
AUM Growth
+$671M
(+7.4%)
Cap. Flow
+$492K
Cap. Flow
% of AUM
0.07%
Top 10 Holdings %
Top 10 Hldgs %
23.11%
Holding
316
New
14
Increased
67
Reduced
149
Closed
35
Top Buys
| 1 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$18.6M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$9.03M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$8.04M |
| 4 |
Chevron
CVX
|
$4.63M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$3.87M |
Top Sells
Sector Composition
| 1 | Healthcare | 14.7% |
| 2 | Technology | 14.28% |
| 3 | Financials | 10.88% |
| 4 | Industrials | 8.01% |
| 5 | Consumer Staples | 6.22% |
