Long-term investor
Cottonwood Capital Advisors, LLC @cottonwoodcapitaladvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001903321).
Record
- Tracked since 2025-12-31 (261 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days +10.0% · 6 months n/a · 1 year n/a · all +10.2%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IYW · 9.9% · long · since 2025-12-31
- SOXX · 8.4% · long · since 2025-12-31
- CLSE · 7.4% · long · since 2025-12-31
- MBSD · 4.8% · long · since 2025-12-31
- ITA · 4.6% · long · since 2025-12-31
- RDVY · 4.3% · long · since 2025-12-31
- HYDB · 3.9% · long · since 2025-12-31
- ITB · 3.5% · long · since 2025-12-31
- FTA · 3.4% · long · since 2025-12-31
- IYC · 2.9% · long · since 2025-12-31
- TDIV · 2.7% · long · since 2025-12-31
- IGV · 2.6% · long · since 2025-12-31