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
$115M
AUM Growth
+$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$2.79M
2 +$2.76M
3 +$2.02M
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$1.47M
5
PHYS icon
Sprott Physical Gold
PHYS
+$1.15M

Top Sells

1 +$1.3M
2 +$1.18M
3 +$1.15M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.1M
5
USMF icon
WisdomTree US Multifactor Fund
USMF
+$781K

Sector Composition

1 Financials 3.85%
2 Technology 2.53%
3 Consumer Discretionary 1.52%
4 Consumer Staples 1.29%
5 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-22,181
77
-11,291
78
-11,462