CCA
Coign Capital Advisors Portfolio holdings
AUM
$148M
1 Year Est. Return
–
AUM
$130M
AUM Growth
+$21.4M
(+20%)
Holding
80
Top Buys
| 1 | +$10.4M | |
| 2 | +$9.73M | |
| 3 | +$3.22M | |
| 4 |
Eaton Vance Intermediate Municipal Income ETF
EVIM
|
+$974K |
| 5 |
Abbott
ABT
|
+$552K |
Top Sells
| 1 | +$854K | |
| 2 | +$619K | |
| 3 | +$225K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$217K |
| 5 |
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
Cardinal Health
CAH
$38.7B
| $200K | 0.15% |
+1,455
|
|
||
77
BILL Holdings
BILL
$5.12B
| – | – |
-2,417
|
|
||
78
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.99B
| – | – |
-2,485
|
|
||
|
79
Invesco QQQ Trust
QQQ
$402B
| – | – |
-413
|
|
||
80
Udemy
UDMY
$1.03B
| – | – |
-14,268
|
|