CAM
Costello Asset Management Portfolio holdings
AUM
$302M
1-Year Est. Return
26.26%
This Fund
S&P 500
1 Year Est. Return
+26.26%
AUM
$299M
AUM Growth
+$32.5M
(+12%)
Holding
705
Top Buys
| 1 | +$4.99M | |
| 2 | +$2.56M | |
| 3 | +$2.12M | |
| 4 |
Mercado Libre
MELI
|
+$1.99M |
| 5 |
Visa
V
|
+$1.33M |
Top Sells
| 1 | +$2.3M | |
| 2 | +$988K | |
| 3 | +$697K | |
| 4 |
Marvell Technology
MRVL
|
+$448K |
| 5 |
Kraft Heinz
KHC
|
+$383K |
Sector Composition
| 1 | Technology | 29.04% |
| 2 | Communication Services | 14.3% |
| 3 | Consumer Discretionary | 11.89% |
| 4 | Financials | 8.43% |
| 5 | Healthcare | 8.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
701
Trump Media & Technology Group
DJT
$3.12B
| – | – |
-58
|
|
||
702
Organon & Co
OGN
$2.13B
| – | – |
-100
|
|
||
703
Vestis
VSTS
$947M
| – | – |
-27
|
|
||
704
iShares Global Timber & Forestry ETF
WOOD
$284M
| – | – |
-64
|
|
||
705
Avanos Medical
AVNS
$661M
| – | – |
-234
|
|