CT

Coastline Trust Portfolio holdings

AUM $1.06B
1-Year Est. Return 21.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$873M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$5.52M
3
+$2.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.38M
5
PLTR icon
Palantir
PLTR
+$2.13M

Top Sells

1
+$8.18M
2
+$4.3M
3
+$3.64M
4
KKR icon
KKR & Co
KKR
+$3.44M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.1M

Sector Composition

1 Technology 25.62%
2 Financials 10.19%
3 Communication Services 8.83%
4 Healthcare 5.67%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8.91K ﹤0.01%
90
352
$8.35K ﹤0.01%
325
353
$8.3K ﹤0.01%
50
354
$8.03K ﹤0.01%
100
355
$7.46K ﹤0.01%
325
356
$7.39K ﹤0.01%
44
357
$6.98K ﹤0.01%
80
358
$6.98K ﹤0.01%
82
359
$6.78K ﹤0.01%
328
360
$6.77K ﹤0.01%
92
-3
361
$6.76K ﹤0.01%
230
362
$6.45K ﹤0.01%
50
363
$6.41K ﹤0.01%
26
364
$6.36K ﹤0.01%
200
365
$5.6K ﹤0.01%
61
366
$5.25K ﹤0.01%
90
367
$4.94K ﹤0.01%
+34
368
$4.87K ﹤0.01%
50
369
$4.68K ﹤0.01%
+55
370
$4K ﹤0.01%
250
371
$3.86K ﹤0.01%
30
372
$3.85K ﹤0.01%
80
373
$3.83K ﹤0.01%
125
-310
374
$3.48K ﹤0.01%
25
375
$3.08K ﹤0.01%
375
12 13 14
15
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