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CAM

Costello Asset Management Portfolio holdings

AUM $289M
1-Year Est. Return 27.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.75M
3
+$504K
4
BSX icon
Boston Scientific
BSX
+$436K
5
LLY icon
Eli Lilly
LLY
+$359K

Top Sells

1
+$2.38M
2
+$373K
3
+$193K
4
CVS icon
CVS Health
CVS
+$175K
5
JJSF icon
J&J Snack Foods
JJSF
+$127K

Sector Composition

1 Healthcare 20.36%
2 Communication Services 18.63%
3 Consumer Staples 13.72%
4 Financials 11.71%
5 Utilities 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
23
227
$1K ﹤0.01%
32
228
$1K ﹤0.01%
+150
229
$1K ﹤0.01%
50
230
$1K ﹤0.01%
21
231
– –
-261
232
$0 ﹤0.01%
5
233
– –
-56
234
– –
-150
235
– –
-178
236
– –
-529
237
– –
-500
238
$0 ﹤0.01%
100
239
$0 ﹤0.01%
10
240
– –
-750
241
$0 ﹤0.01%
4
242
– –
-200
243
– –
-450
6 7 8 9
10