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
$313M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.79M
3
+$1.73M
4
NSL
NUVEEN SENIOR INCM FD
NSL
+$1.54M
5
PCI
PIMCO Dynamic Credit and Mortgage Income Fund
PCI
+$1.28M

Top Sells

1
+$8.88M
2
+$5.8M
3
+$837K
4
BTAI icon
BioXcel Therapeutics
BTAI
+$559K
5
XYZ
Block Inc
XYZ
+$430K

Sector Composition

1 Communication Services 33.55%
2 Financials 9.35%
3 Healthcare 8.49%
4 Technology 5.52%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
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