CAM

Costello Asset Management Portfolio holdings

AUM $266M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$5.16M
2 +$3.09M
3 +$2.29M
4
OC icon
Owens Corning
OC
+$2.26M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.47M

Top Sells

1 +$3M
2 +$2.01M
3 +$1.99M
4
WHR icon
Whirlpool
WHR
+$1.74M
5
PAYX icon
Paychex
PAYX
+$1.56M

Sector Composition

1 Healthcare 20.05%
2 Technology 13.24%
3 Consumer Discretionary 10.53%
4 Financials 10.39%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,050
202
-950
203
-1,000
204
-275
205
-662