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CCA
Coign Capital Advisors Portfolio holdings
AUM
$190M
1-Year Est. Return
12.2%
This Fund
S&P 500
1 Year Est. Return
+12.2%
AUM
$190M
AUM Growth
-$679K
(-0.36%)
Holding
82
Top Buys
| 1 | +$708K | |
| 2 | +$565K | |
| 3 | +$533K | |
| 4 |
Eaton Vance Total Return Bond ETF
EVTR
|
+$387K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$369K |
Top Sells
| 1 | +$227K | |
| 2 | +$224K | |
| 3 | +$218K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$211K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Cardinal Health
CAH
$53.3B
| $309K | 0.16% |
1,460
+5
|
|
||
77
Ameriprise Financial
AMP
$42.4B
| $277K | 0.15% |
623
|
|
||
78
Caterpillar
CAT
$435B
| $211K | 0.11% |
+298
|
|
||
|
MPT
79
Medical Properties Trust
MPT
$2.9B
| $192K | 0.1% |
41,568
-7,625
|
|
||
|
HIVE
80
HIVE Digital Technologies
HIVE
$1.09B
| $19K | 0.01% |
10,000
|
|
||
81
Automatic Data Processing
ADP
$88.7B
| – | – |
-882
|
|
||
|
82
Invesco QQQ Trust
QQQ
$482B
| – | – |
-344
|
|