CBA

Coastal Bridge Advisors Portfolio holdings

AUM $1.32B
1-Year Est. Return 26.24%
This Quarter Est. Return
1 Year Est. Return
+26.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$2.09M
3
+$1.87M
4
IAU icon
iShares Gold Trust
IAU
+$1.51M
5
JPM icon
JPMorgan Chase
JPM
+$1.5M

Top Sells

1
+$31.8M
2
+$2.04M
3
+$1.72M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.61M
5
AAPL icon
Apple
AAPL
+$494K

Sector Composition

1 Communication Services 35.11%
2 Financials 8.82%
3 Healthcare 7.06%
4 Industrials 4.6%
5 Technology 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,212
152
– –
-1,061
153
– –
-3,299
154
– –
-2,394
155
– –
-452
156
– –
-26,748
3 4 5 6
7