CCA

Coign Capital Advisors Portfolio holdings

AUM $182M
1-Year Est. Return 11.49%
This Quarter Est. Return
1 Year Est. Return
+11.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.73M
3
+$3.22M
4
EVIM icon
Eaton Vance Intermediate Municipal Income ETF
EVIM
+$974K
5
ABT icon
Abbott
ABT
+$552K

Top Sells

1
+$854K
2
+$619K
3
+$225K
4
META icon
Meta Platforms (Facebook)
META
+$217K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$211K

Sector Composition

1 Technology 7.21%
2 Financials 6.3%
3 Healthcare 4.79%
4 Communication Services 3.27%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$200K 0.15%
+1,455
77
– –
-2,485
78
– –
-413
79
– –
-14,268
80
– –
-2,417
1 2 3
4