CCA
Cottonwood Capital Advisors Portfolio holdings
AUM
$137M
1-Year Est. Return
14.88%
1 Year Est. Return
+14.88%
AUM
$149M
AUM Growth
+$12.9M
(+9.5%)
Holding
135
Top Buys
| 1 | +$569K | |
| 2 | +$527K | |
| 3 | +$381K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$293K |
| 5 |
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
|
+$274K |
Top Sells
| 1 | +$295K | |
| 2 | +$219K | |
| 3 | +$205K | |
| 4 |
ING
ING
|
+$198K |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$135K |
Sector Composition
| 1 | Technology | 7.22% |
| 2 | Financials | 4.86% |
| 3 | Industrials | 3.1% |
| 4 | Consumer Staples | 2.81% |
| 5 | Consumer Discretionary | 2.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
American Tower
AMT
$84B
| $206K | 0.14% |
931
|
|
||
127
TJX Companies
TJX
$158B
| $203K | 0.14% |
+1,647
|
|
||
128
AppFolio
APPF
$8.45B
| $202K | 0.14% |
+876
|
|
||
129
Yum! Brands
YUM
$38.6B
| $201K | 0.13% |
1,354
+66
|
|
||
130
Mitsubishi UFJ Financial
MUFG
$172B
| $196K | 0.13% |
14,292
-857
|
|
||
131
Holley
HLLY
$347M
| $21.1K | 0.01% |
10,562
|
|
||
132
UnitedHealth
UNH
$312B
| – | – |
-563
|
|
||
133
Sherwin-Williams
SHW
$86.2B
| – | – |
-588
|
|
||
134
Marsh & McLennan
MMC
$87.5B
| – | – |
-896
|
|
||
|
135
ING
ING
$74.2B
| – | – |
-10,110
|
|