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
$97.3M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.97%
2 Consumer Discretionary 1.54%
3 Financials 1.36%
4 Industrials 1.2%
5 Consumer Staples 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-13,109
77
-6,625