CBA
Coastal Bridge Advisors Portfolio holdings
AUM
$1.2B
This Quarter Return
+10.34%
1 Year Return
+19.18%
3 Year Return
+168.17%
5 Year Return
+179.74%
10 Year Return
–
AUM
$390M
AUM Growth
+$390M
(+4.7%)
Cap. Flow
-$14.4M
Cap. Flow
% of AUM
-3.7%
Top 10 Holdings %
Top 10 Hldgs %
53.22%
Holding
185
New
13
Increased
68
Reduced
44
Closed
10
Top Buys
Top Sells
| 1 |
DraftKings
DKNG
|
$14.1M |
| 2 |
Golub Capital BDC
GBDC
|
$1.87M |
| 3 |
SentinelOne
S
|
$1.63M |
| 4 |
iShares Global Clean Energy ETF
ICLN
|
$1.33M |
| 5 |
FEN
First Trust Energy Income and Growth Fund
FEN
|
$988K |
Sector Composition
| 1 | Communication Services | 18.33% |
| 2 | Financials | 12.36% |
| 3 | Industrials | 9.42% |
| 4 | Technology | 9.07% |
| 5 | Consumer Discretionary | 5.72% |
