CCA

Cottonwood Capital Advisors Portfolio holdings

AUM $137M
1-Year Est. Return 14.88%
This Quarter Est. Return
1 Year Est. Return
+14.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Sells

1 +$662K
2 +$407K
3 +$287K
4
AVGO icon
Broadcom
AVGO
+$260K
5
ILF icon
iShares Latin America 40 ETF
ILF
+$253K

Sector Composition

1 Technology 3.68%
2 Consumer Staples 2.58%
3 Healthcare 2.34%
4 Industrials 2.05%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,613
102
-444
103
-6,425
104
-4,130
105
-1,023
106
-580