CCA

Cobblestone Capital Advisors Portfolio holdings

AUM $2.08B
1-Year Est. Return 17.27%
This Quarter Est. Return
1 Year Est. Return
+17.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$5.12M
3
+$4.85M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.54M
5
WFC icon
Wells Fargo
WFC
+$2.9M

Top Sells

1
+$10.2M
2
+$9.14M
3
+$2.09M
4
UNH icon
UnitedHealth
UNH
+$1.15M
5
WMT icon
Walmart Inc
WMT
+$1.15M

Sector Composition

1 Financials 12.08%
2 Technology 10.68%
3 Consumer Discretionary 6.12%
4 Communication Services 5.27%
5 Healthcare 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
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