CT
Coastline Trust Portfolio holdings
AUM
$1.01B
1-Year Est. Return
22.57%
This Fund
S&P 500
1 Year Est. Return
+22.57%
AUM
$1.01B
AUM Growth
-$55.4M
(-5.2%)
Holding
428
Top Buys
| 1 | +$10.3M | |
| 2 | +$3.63M | |
| 3 | +$3.47M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$3.37M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.13M |
Top Sells
| 1 | +$8.41M | |
| 2 | +$4.14M | |
| 3 | +$3.04M | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$1.94M |
| 5 |
iShares Fallen Angels USD Bond ETF
FALN
|
+$1.91M |
Sector Composition
| 1 | Technology | 22.12% |
| 2 | Communication Services | 9.08% |
| 3 | Financials | 8.42% |
| 4 | Healthcare | 6.06% |
| 5 | Consumer Discretionary | 4.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Chipotle Mexican Grill
CMG
$45.9B
| – | – |
-871
|
|
||
427
Ameriprise Financial
AMP
$42.5B
| – | – |
-1,300
|
|
||
428
Amcor
AMCR
$18.8B
| – | – |
-160
|
|