COTTONWOOD CAPITAL ADVISORS, LLC - Portfolio overview

COTTONWOOD CAPITAL ADVISORS, LLC has 90 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. IYW - ISHARES TR, 7.94%
2. CLSE - TRUST FOR PROFESSIONAL MANAG, 6.69%
3. SOXX - ISHARES TR, 6.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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