CA

Cohalo Advisory Portfolio holdings

AUM $1.31M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$253K 21.62%
+2,528
2
$252K 21.59%
+2,515
3
$237K 20.25%
+8,267
4
$233K 19.94%
+5,373
5
$72.7K 6.22%
+3,040
6
$54.6K 4.67%
+1,084
7
$44K 3.77%
+2,170
8
$22.8K 1.95%
+882