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Home > Institutional Investor > Cottonwood Capital Advisors, Llc > Profile

Instuitional Investor - Cottonwood Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Cottonwood Capital Advisors, Llc
Portfolio Value $121,434,751
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange-Traded Fd
 128,903 $6,660,442 5.48%
2.
First Tr Lrg Cp Vl Alphadex
 80,709 $5,717,490 4.7%
3.
Ishares Trust
 IEF 44,051 $5,407,356 4.45%
4.
Ishares Trust
 IEF 7,754 $4,467,227 3.67%
5.
Ishares Tr
 43,739 $4,449,636 3.66%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)