CAP

Columbia Advisory Partners Portfolio holdings

AUM $145M
1-Year Est. Return 14.19%
This Quarter Est. Return
1 Year Est. Return
+14.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M
2 +$15.3M
3 +$13.8M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$10.5M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$10.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.52%
2 Consumer Discretionary 2.41%
3 Financials 1.92%
4 Industrials 0.89%
5 Consumer Staples 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$46K 0.05%
+10,200
52
$21K 0.02%
+3,167
53
$19K 0.02%
+825