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 (-6%)
Cap. Flow
-$9.78M
Cap. Flow % of AUM
-1.22%
Top 10 Holdings %Top 10 Hldgs %
38.02%
Holding
430
New
2
Increased
69
Reduced
149
Closed
38
Top Buys
1 | $4.23M | |
2 | $1.86M | |
3 | $1.56M | |
4 | $1.15M | |
5 | $1.12M |
Top Sells
1 | $2.79M | |
2 | $1.54M | |
3 | $1.27M | |
4 | $1.14M | |
5 | $923K |
Sector Composition
1 | Technology | 22.63% |
2 | Financials | 11.12% |
3 | Communication Services | 8.14% |
4 | Healthcare | 7.45% |
5 | Consumer Discretionary | 5.86% |