CCA

Cora Capital Advisors Portfolio holdings

AUM $235M
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1 +$1.39M
2 +$966K
3 +$826K
4
CGGR icon
Capital Group Growth ETF
CGGR
+$602K
5
HD icon
Home Depot
HD
+$592K

Top Sells

1 +$11.4M
2 +$799K
3 +$284K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$216K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$206K

Sector Composition

1 Technology 8.1%
2 Financials 2.87%
3 Consumer Discretionary 2.21%
4 Communication Services 1.87%
5 Healthcare 1.3%