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
$203M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$2.86M
2 +$924K
3 +$897K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$576K
5
EXC icon
Exelon
EXC
+$484K

Top Sells

1 +$3.96M
2 +$2.37M
3 +$841K
4
JMHI icon
JPMorgan High Yield Municipal ETF
JMHI
+$385K
5
CVS icon
CVS Health
CVS
+$333K

Sector Composition

1 Technology 7.48%
2 Financials 2.55%
3 Communication Services 1.92%
4 Consumer Discretionary 1.83%
5 Healthcare 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$16.5K 0.01%
16,653
+4,500
102
$10.5K 0.01%
840
103
-5,634
104
-1,935
105
-7,735
106
-1,169