CCA
Cora Capital Advisors Portfolio holdings
AUM
$225M
1-Year Est. Return
11.83%
1 Year Est. Return
+11.83%
AUM
$209M
AUM Growth
+$1.17M
(+0.57%)
Holding
112
Top Buys
| 1 | +$4.01M | |
| 2 | +$1.99M | |
| 3 | +$1.13M | |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$1,000K |
| 5 |
iShares US Digital Infrastructure and Real Estate ETF
IDGT
|
+$742K |
Top Sells
| 1 | +$1.71M | |
| 2 | +$314K | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
RTX Corp
RTX
$211B
| $204K | 0.1% |
+1,537
|
|
||
102
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.61B
| $200K | 0.1% |
2,617
|
|
||
103
Sinclair Inc
SBGI
$887M
| $199K | 0.1% |
12,479
|
|
||
104
AGNC Investment
AGNC
$10.5B
| $107K | 0.05% |
+11,200
|
|
||
105
LINKBANCORP
LNKB
$260M
| $101K | 0.05% |
14,864
|
|
||
106
Ocugen
OCGN
$500M
| $11.8K | 0.01% |
16,643
|
|
||
|
AMRN
107
Amarin Corp
AMRN
$406M
| $4.48K | ﹤0.01% |
500
|
|
||
108
Bitwise Crypto Industry Innovators ETF
BITQ
$513M
| – | – |
-101,224
|
|
||
109
Walt Disney
DIS
$199B
| – | – |
-2,002
|
|
||
110
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
| – | – |
-363
|
|
||
|
111
ServiceNow
NOW
$188B
| – | – |
-205
|
|
||
|
112
Vanguard Small-Cap ETF
VB
$67B
| – | – |
-900
|
|