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
$82M
AUM Growth
-$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$604K
2 +$435K
3 +$348K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$269K
5
MU icon
Micron Technology
MU
+$254K

Sector Composition

1 Technology 5.49%
2 Consumer Discretionary 1.73%
3 Financials 1.48%
4 Consumer Staples 0.8%
5 Industrials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-11,421