CCA
Cobblestone Capital Advisors Portfolio holdings
AUM
$1.95B
This Quarter Return
+2.6%
1 Year Return
+15.86%
3 Year Return
+60.84%
5 Year Return
+92.94%
10 Year Return
+208.29%
AUM
$1.01B
AUM Growth
+$1.01B
(+2.5%)
Cap. Flow
+$3.62M
Cap. Flow
% of AUM
0.36%
Top 10 Holdings %
Top 10 Hldgs %
45.47%
Holding
251
New
15
Increased
88
Reduced
100
Closed
8
Top Buys
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$4.85M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$4.42M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.61M |
| 4 |
Vanguard Large-Cap ETF
VV
|
$2.93M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$1.82M |
Top Sells
Sector Composition
| 1 | Financials | 11.45% |
| 2 | Healthcare | 5.98% |
| 3 | Consumer Discretionary | 4.78% |
| 4 | Communication Services | 4.73% |
| 5 | Technology | 4.09% |
