CPI

Crestview Partners IV Portfolio holdings

AUM $268M
1-Year Est. Return 6.36%
This Quarter Est. Return
1 Year Est. Return
-6.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$393K

Top Sells

No sells this quarter

Sector Composition

1 Financials 99.3%
2 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$108M 99.3%
5,520,470
2
$754K 0.7%
19,093
+9,960