CCA
Cottonwood Capital Advisors Portfolio holdings
AUM
$149M
This Quarter Return
+9.3%
1 Year Return
+14.64%
3 Year Return
+57.71%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+6.6%)
Cap. Flow
-$1.74M
Cap. Flow
% of AUM
-1.56%
Top 10 Holdings %
Top 10 Hldgs %
41.22%
Holding
97
New
10
Increased
14
Reduced
60
Closed
2
Top Buys
| 1 |
iShares US Consumer Staples ETF
IYK
|
$293K |
| 2 |
iShares US Insurance ETF
IAK
|
$288K |
| 3 |
Philip Morris
PM
|
$229K |
| 4 |
Mondelez International
MDLZ
|
$222K |
| 5 |
Broadcom
AVGO
|
$219K |
Top Sells
Sector Composition
| 1 | Technology | 3.61% |
| 2 | Consumer Staples | 2.74% |
| 3 | Industrials | 2.59% |
| 4 | Financials | 2.4% |
| 5 | Healthcare | 1.98% |
