CBA
Coastal Bridge Advisors Portfolio holdings
AUM
$1.32B
1-Year Est. Return
26.24%
1 Year Est. Return
+26.24%
AUM
$1.32B
AUM Growth
+$115M
(+9.5%)
Holding
488
Top Buys
| 1 | +$13.7M | |
| 2 | +$6.55M | |
| 3 | +$5.19M | |
| 4 |
iShares Gold Trust
IAU
|
+$4.87M |
| 5 |
Allstate
ALL
|
+$3.28M |
Top Sells
| 1 | +$5.96M | |
| 2 | +$4.49M | |
| 3 | +$4.23M | |
| 4 |
Lionsgate Studios
LION
|
+$3.7M |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$3.68M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Communication Services | 10.15% |
| 3 | Financials | 8.8% |
| 4 | Industrials | 6.69% |
| 5 | Consumer Discretionary | 5.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
iShares S&P 100 ETF
OEF
$28.9B
| – | – |
0
|
|
||
477
UiPath
PATH
$7.51B
| – | – |
-10,344
|
|
||
478
Prothena Corp
PRTA
$564M
| – | – |
-11,433
|
|
||
|
AIXC
479
AIxCrypto Holdings Inc
AIXC
$12.7M
| – | – |
-10,000
|
|
||
480
Robert Half
RHI
$2.81B
| – | – |
-4,960
|
|
||
481
Roper Technologies
ROP
$48B
| – | – |
-556
|
|
||
482
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.12B
| – | – |
-7,483
|
|
||
483
SSR Mining
SSRM
$4.6B
| – | – |
-13,084
|
|
||
484
Targa Resources
TRGP
$38.5B
| – | – |
-1,478
|
|
||
485
Xerox
XRX
$348M
| – | – |
-11,104
|
|
||
486
YieldMax Ultra Option Income Strategy ETF
ULTY
$13.8B
| – | – |
-19,321
|
|
||
|
FETH
487
Fidelity Ethereum Fund
FETH
$1.15B
| – | – |
-90,452
|
|
||
|
NBIS
488
Nebius Group N.V.
NBIS
$24.8B
| – | – |
-19,960
|
|