CCA
Cooper Capital Advisors Portfolio holdings
AUM
$104M
This Quarter Return
+3.88%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$96.4M
AUM Growth
–
Cap. Flow
+$96.4M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.41%
Holding
35
New
35
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$14.8M |
| 2 |
FT Vest Fund of Buffer ETFs
BUFR
|
$11.2M |
| 3 |
American Century Quality Preferred ETF
QPFF
|
$9.81M |
| 4 |
JPMorgan Chase
JPM
|
$7.59M |
| 5 |
Amazon
AMZN
|
$6.99M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 24.63% |
| 2 | Technology | 14.21% |
| 3 | Consumer Discretionary | 7.55% |
| 4 | Communication Services | 1.38% |
| 5 | Consumer Staples | 1.04% |
