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CBA

Coastal Bridge Advisors Portfolio holdings

AUM $1.41B
1-Year Est. Return 24.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$12.8M
3
+$10.2M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$7.85M
5
VTV icon
Vanguard Value ETF
VTV
+$3.62M

Top Sells

1
+$3.98M
2
+$3.7M
3
+$2.11M
4
WELL icon
Welltower
WELL
+$1.31M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.12M

Sector Composition

1 Technology 15.22%
2 Communication Services 9.62%
3 Financials 8.39%
4 Industrials 6.27%
5 Healthcare 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEP icon
51
PepsiCo
PEP
$200B
$6.42M 0.45%
41,318
+1,167
DKNG icon
52
DraftKings
DKNG
$14.3B
$6.41M 0.45%
296,645
+93,824
VXUS icon
53
Vanguard Total International Stock ETF
VXUS
$155B
$6.36M 0.45%
82,470
+8,145
COF icon
54
Capital One
COF
$121B
$6.13M 0.43%
33,628
+469
RSP icon
55
Invesco S&P 500 Equal Weight ETF
RSP
$92.4B
$6.13M 0.43%
31,929
+7,390
LZ icon
56
LegalZoom.com
LZ
$1.03B
$5.98M 0.42%
1,055,260
HD icon
57
Home Depot
HD
$329B
$5.97M 0.42%
18,159
+653
SPGM icon
58
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.65B
$5.84M 0.41%
77,194
+54
BX icon
59
Blackstone
BX
$152B
$5.54M 0.39%
48,163
-483
ABNB icon
60
Airbnb
ABNB
$82.5B
$5.54M 0.39%
43,838
-154
AVGO icon
61
Broadcom
AVGO
$1.87T
$5.44M 0.39%
17,590
-51
LMT icon
62
Lockheed Martin
LMT
$122B
$5.43M 0.38%
8,984
-144
VCSH icon
63
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$5.08M 0.36%
64,082
+6,025
XLP icon
64
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$4.99M 0.35%
60,912
-1,388
SO icon
65
Southern Company
SO
$106B
$4.91M 0.35%
50,822
+489
AMGN icon
66
Amgen
AMGN
$189B
$4.85M 0.34%
13,777
-437
TMUS icon
67
T-Mobile US
TMUS
$204B
$4.83M 0.34%
22,983
+1,386
IEF icon
68
iShares 7-10 Year Treasury Bond ETF
IEF
$47.4B
$4.8M 0.34%
50,309
+7,955
NEE icon
69
NextEra Energy
NEE
$180B
$4.51M 0.32%
48,544
+670
AXP icon
70
American Express
AXP
$229B
$4.39M 0.31%
14,509
-545
KKR icon
71
KKR & Co
KKR
$88.1B
$4.33M 0.31%
46,823
-1,158
MDT icon
72
Medtronic
MDT
$103B
$4.31M 0.31%
49,754
+776
MA icon
73
Mastercard
MA
$434B
$4.27M 0.3%
8,541
+355
LRCX icon
74
Lam Research
LRCX
$486B
$4.18M 0.3%
19,563
-1,475
BSCR icon
75
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$4.17M 0.3%
212,632
+7,430
1 2
3
4 5