CCA

Cora Capital Advisors Portfolio holdings

AUM $225M
1-Year Est. Return 11.83%
This Quarter Est. Return
1 Year Est. Return
+11.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$16.2M
3 +$14.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12M
5
VDE icon
Vanguard Energy ETF
VDE
+$10.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.63%
2 Financials 3.45%
3 Consumer Discretionary 3.24%
4 Communication Services 2.86%
5 Healthcare 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$46.4K 0.03%
+10,075
77
$12.1K 0.01%
+500