CCA
Coign Capital Advisors Portfolio holdings
AUM
$148M
1 Year Est. Return
–
AUM
$148M
AUM Growth
+$17.7M
(+14%)
Holding
79
Top Buys
| 1 | +$9.29M | |
| 2 | +$1.2M | |
| 3 | +$884K | |
| 4 |
Eaton Vance Total Return Bond ETF
EVTR
|
+$864K |
| 5 |
JHCP
John Hancock Core Plus Bond ETF
JHCP
|
+$854K |
Top Sells
| 1 | +$1.09M | |
| 2 | +$1.01M | |
| 3 | +$1.01M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$646K |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$539K |
Sector Composition
| 1 | Technology | 7.39% |
| 2 | Financials | 5.86% |
| 3 | Healthcare | 3.98% |
| 4 | Communication Services | 3.61% |
| 5 | Industrials | 1.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Invesco QQQ Trust
QQQ
$402B
| $205K | 0.14% |
+372
|
|
||
77
Medical Properties Trust
MPW
$2.98B
| $157K | 0.11% |
36,469
+1,774
|
|
||
|
HIVE
78
HIVE Digital Technologies
HIVE
$1.28B
| $18K | 0.01% |
+10,000
|
|
||
79
Microchip Technology
MCHP
$34.3B
| – | – |
-9,687
|
|