StockDriftsStockDriftsTop 50 Cottonwood Capital Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARES TR | 8.17% | 63.9K | $11.6M | +39.73%(+18.16K) | $133.14(+69.13%) | 2026-03-31 | |
| CLSE | TRUST FOR PROFESSIONAL MANAG | 6.88% | 346.8K | $9.8M | +2.15%(+7.29K) | $19.76(+61.71%) | 2026-03-31 | |
| SOXX | ISHARES TR | 6.23% | 26.9K | $8.8M | +1.92%(+506) | $176.16(+174.03%) | 2026-03-31 | |
| MBSD | FLEXSHARES TR | 5.52% | 378.3K | $7.8M | +5.02%(+18.09K) | $20.52(+0.40%) | 2026-03-31 | |
| HYDB | ISHARES TR | 4.4% | 134.1K | $6.2M | +7.67%(+9.55K) | $46.95(-0.32%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 4.22% | 87.6K | $6.0M | -3.02%(-2.73K) | $49.29(+51.14%) | 2026-03-31 | |
| ITA | ISHARES TR | 3.81% | 24.7K | $5.4M | +5.67%(+1.33K) | $133.44(+61.39%) | 2026-03-31 | |
| FTA | FIRST TR EXCHANGE-TRADED ALP | 3.76% | 57.8K | $5.3M | -3.79%(-2.28K) | $67.01(+40.24%) | 2026-03-31 | |
| ITB | ISHARES TR | 3.58% | 56.1K | $5.1M | -1.10%(-622) | $81.91(+13.31%) | 2026-03-31 | |
| IGV | ISHARES TR | 2.69% | 47.6K | $3.8M | -0.99%(-474) | $86.16(+2.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.70% | +43.16% |
| Top 20 Holdings Unweighted | +13.08% | +44.59% |
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