CCA
Cora Capital Advisors Portfolio holdings
AUM
$225M
1-Year Return
11.83%
This Quarter Return
-3.41%
1 Year Return
+11.83%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$209M
AUM Growth
+$1.17M
(+0.57%)
Cap. Flow
+$8.99M
Cap. Flow
% of AUM
4.31%
Top 10 Holdings %
Top 10 Hldgs %
60.77%
Holding
112
New
7
Increased
43
Reduced
30
Closed
5
Top Buys
Top Sells
| 1 |
Bitwise Crypto Industry Innovators ETF
BITQ
|
$1.71M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
$314K |
| 3 |
Walt Disney
DIS
|
$223K |
| 4 |
ServiceNow
NOW
|
$217K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$216K |
Sector Composition
| 1 | Technology | 6.5% |
| 2 | Financials | 2.64% |
| 3 | Consumer Discretionary | 1.79% |
| 4 | Communication Services | 1.57% |
| 5 | Healthcare | 1.42% |
