CBA
Coastal Bridge Advisors Portfolio holdings
AUM
$1.2B
1-Year Est. Return
19.18%
1 Year Est. Return
+19.18%
AUM
$405M
AUM Growth
+$7.82M
(+2%)
Holding
412
Top Buys
| 1 | +$27.5M | |
| 2 | +$16.5M | |
| 3 | +$16.3M | |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$8.74M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$8.68M |
Top Sells
| 1 | +$40M | |
| 2 | +$30.9M | |
| 3 | +$28.9M | |
| 4 |
Apple
AAPL
|
+$17.1M |
| 5 |
EIPI
FT Energy Income Partners Enhanced Income ETF
EIPI
|
+$14.4M |
Sector Composition
| 1 | Industrials | 9.19% |
| 2 | Technology | 8% |
| 3 | Healthcare | 7.04% |
| 4 | Financials | 6.07% |
| 5 | Consumer Discretionary | 2.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
SPDR S&P Dividend ETF
SDY
$20.2B
| – | – |
-1,896
|
|
||
402
Shell
SHEL
$206B
| – | – |
-4,021
|
|
||
403
Skillz
SKLZ
$109M
| – | – |
-247,008
|
|
||
404
iShares Silver Trust
SLV
$25.3B
| – | – |
-11,791
|
|
||
405
ALPS Smith Core Plus Bond ETF
SMTH
$2.08B
| – | – |
-15,084
|
|
||
406
Southern Company
SO
$108B
| – | – |
-32,508
|
|
||
407
SPDR S&P 500 ETF Trust
SPY
$660B
| – | – |
-7,603
|
|
||
408
AT&T
T
$187B
| – | – |
-28,576
|
|
||
409
TransDigm Group
TDG
$70.4B
| – | – |
-552
|
|
||
410
TMC The Metals Company
TMC
$3.53B
| – | – |
-10,000
|
|
||
411
Travelers Companies
TRV
$58.3B
| – | – |
-2,690
|
|
||
412
Tesla
TSLA
$1.43T
| – | – |
-3,598
|
|