CA

Cohalo Advisory Portfolio holdings

AUM $1.28M
1-Year Est. Return 0.97%
This Quarter Est. Return
1 Year Est. Return
-0.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36M
AUM Growth
+$186K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$208K
2
+$149K
3
+$39.4K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$22.1K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$20.1K

Top Sells

1
+$233K
2
+$54.6K
3
+$1.44K

Sector Composition

1 Consumer Discretionary 0.28%
2 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$273K 20.17%
2,715
+200
2
$273K 20.17%
2,728
+200
3
$241K 17.78%
8,272
+5
4
$208K 15.34%
+13,200
5
$149K 10.99%
+1,220
6
$74.7K 5.51%
3,382
+342
7
$44.9K 3.31%
2,521
+351
8
$39.4K 2.9%
+333
9
$23K 1.7%
830
-52
10
$22.1K 1.63%
+200
11
$2.84K 0.21%
+3
12
$1.91K 0.14%
+8
13
$1.9K 0.14%
+10
14
– –
-5,373
15
– –
-1,084