CBA

Coastal Bridge Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 19.18%
This Quarter Est. Return
1 Year Est. Return
+19.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$111M
2 +$4.99M
3 +$1.61M
4
IAU icon
iShares Gold Trust
IAU
+$986K
5
NSL
NUVEEN SENIOR INCM FD
NSL
+$713K

Top Sells

1 +$20.3M
2 +$3.79M
3 +$3.78M
4
CBRE icon
CBRE Group
CBRE
+$1.32M
5
FEN
First Trust Energy Income and Growth Fund
FEN
+$1.04M

Sector Composition

1 Communication Services 41.82%
2 Industrials 8%
3 Financials 7.34%
4 Healthcare 6.21%
5 Technology 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,934
152
-21,605
153
-3,777
154
-2,821
155
-25,000
156
-11,271
157
-18,195