CBA

Coastal Bridge Advisors Portfolio holdings

AUM $1.34B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$352M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$5.1M
3
+$2.07M
4
FLYW icon
Flywire
FLYW
+$1.33M
5
BGB
Blackstone Strategic Credit 2027 Term Fund
BGB
+$1.23M

Top Sells

1
+$15.2M
2
+$7.34M
3
+$4.88M
4
JPM icon
JPMorgan Chase
JPM
+$1.99M
5
TH icon
Target Hospitality
TH
+$1.87M

Sector Composition

1 Industrials 18.27%
2 Financials 10.55%
3 Communication Services 10.14%
4 Technology 7.57%
5 Consumer Discretionary 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
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