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CCA

Coign Capital Advisors Portfolio holdings

AUM $190M
1-Year Est. Return 12.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
-$679K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$708K
2
+$565K
3
+$533K
4
EVTR icon
Eaton Vance Total Return Bond ETF
EVTR
+$387K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$369K

Top Sells

1
+$227K
2
+$224K
3
+$218K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$211K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$197K

Sector Composition

1 Technology 6.58%
2 Financials 5.09%
3 Healthcare 3.51%
4 Communication Services 2.35%
5 Consumer Discretionary 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HON icon
51
Honeywell
HON
$145B
$742K 0.39%
3,281
+102
AXP icon
52
American Express
AXP
$232B
$726K 0.38%
2,401
-7
PM icon
53
Philip Morris
PM
$287B
$721K 0.38%
4,359
+207
SCHW
54
Charles Schwab
SCHW
$163B
$680K 0.36%
7,238
+418
TMO icon
55
Thermo Fisher Scientific
TMO
$176B
$676K 0.36%
1,376
+4
UBER icon
56
Uber
UBER
$149B
$676K 0.35%
9,392
+556
ORLY icon
57
O'Reilly Automotive
ORLY
$75.1B
$675K 0.35%
7,316
+103
AVGO icon
58
Broadcom
AVGO
$1.79T
$675K 0.35%
2,180
+42
SPEM icon
59
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$674K 0.35%
14,376
-378
ISRG icon
60
Intuitive Surgical
ISRG
$148B
$671K 0.35%
1,456
+20
MA icon
61
Mastercard
MA
$443B
$666K 0.35%
1,333
+46
UNH icon
62
UnitedHealth
UNH
$370B
$662K 0.35%
2,448
+348
QCOM icon
63
Qualcomm
QCOM
$226B
$619K 0.33%
4,810
+393
ADBE icon
64
Adobe
ADBE
$82.4B
$619K 0.33%
2,547
+664
ABT icon
65
Abbott
ABT
$158B
$613K 0.32%
5,970
+419
CRM icon
66
Salesforce
CRM
$132B
$608K 0.32%
3,258
+613
CI icon
67
Cigna
CI
$77.2B
$606K 0.32%
2,270
+119
PGR icon
68
Progressive
PGR
$119B
$598K 0.31%
3,019
+216
MRSH
69
Marsh
MRSH
$80.4B
$598K 0.31%
3,450
+249
NOW icon
70
ServiceNow
NOW
$105B
$595K 0.31%
5,693
+2,240
INTU icon
71
Intuit
INTU
$76.9B
$591K 0.31%
1,367
+439
VTI icon
72
Vanguard Total Stock Market ETF
VTI
$657B
$569K 0.3%
1,773
FSK icon
73
FS KKR Capital
FSK
$3.02B
$507K 0.27%
49,005
+9,054
RTX icon
74
RTX Corp
RTX
$252B
$370K 0.19%
1,916
-53
GOOGL icon
75
Alphabet (Google) Class A
GOOGL
$4.55T
$317K 0.17%
1,103
-627
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3
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