CPA

Court Place Advisors Portfolio holdings

AUM $318M
1-Year Est. Return 17.92%
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$348K
2
+$244K
3
+$211K
4
AAPL icon
Apple
AAPL
+$209K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$95.6K

Top Sells

1
+$2.5M
2
+$1.5M
3
+$1.12M
4
LGND icon
Ligand Pharmaceuticals
LGND
+$825K
5
NVDA icon
NVIDIA
NVDA
+$776K

Sector Composition

1 Technology 31.84%
2 Financials 16.69%
3 Industrials 14.34%
4 Healthcare 8.24%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
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