CT

Coastline Trust Portfolio holdings

AUM $873M
This Quarter Return
-3.63%
1 Year Return
+17.85%
3 Year Return
+82.79%
5 Year Return
+125.7%
10 Year Return
+259.46%
AUM
$804M
AUM Growth
-$49.6M
Cap. Flow
-$9.78M
Cap. Flow %
-1.22%
Top 10 Hldgs %
38.02%
Holding
430
New
2
Increased
69
Reduced
149
Closed
38

Sector Composition

1Technology22.63%
2Financials11.12%
3Communication Services8.14%
4Healthcare7.45%
5Consumer Discretionary5.86%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-44
Closed
-$2.44K
-40
Closed
-$2.82K
-50
Closed
-$2.44K
-1
Closed
-$693
-4
Closed
-$1.14K