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Castleton Investment Management LLC

Portfolio Profile

CIK: 0001632548 | STAMFORD, CT

$10.0K
AUM
1
Positions
100%
Top 10 Conc.
100%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1CME Group Inc(CME)60,000$10.0K100.00%

Sector Allocation

Latest filing, equity positions only

Financial Services100% · $10.0K

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Financial Services100%100%0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Large Cap100%100%0%

AUM History

$13.9M | 52 pos.
$12.5M | 51 pos.
$15.0M | 53 pos.
$13.2M | 54 pos.
$5.2M | 53 pos.
$10.5M | 46 pos.
$11.6K | 1 pos.
$12.7K | 1 pos.
$12.0K | 1 pos.
$10.4K | 1 pos.
$9.8K | 1 pos.
$10.0K | 1 pos.
Q4
17
Q1
18
Q2
18
Q3
18
Q4
18
Q1
19
Q2
19
Q3
19
Q4
19
Q1
20
Q2
20
Q3
20

Recent Activity

Quarter-over-quarter position changes

0
New
0
Closed
0
Increased
0
Decreased
1
Unchanged