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CP

Canopy Partners Portfolio holdings

AUM $291M
1-Year Est. Return 23.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$807K
3
+$679K
4
TSLA icon
Tesla
TSLA
+$537K
5
AMZN icon
Amazon
AMZN
+$277K

Top Sells

1
+$342K
2
+$334K
3
+$257K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$245K
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$239K

Sector Composition

1 Technology 21.91%
2 Financials 11.36%
3 Communication Services 7.1%
4 Consumer Discretionary 5.89%
5 Healthcare 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 0.84%
13,619
-97
27
$2.45M 0.82%
8,363
-14
28
$2.38M 0.8%
5,362
+1,547
29
$2.37M 0.79%
30,908
-510
30
$2.23M 0.75%
2,412
+16
31
$2.15M 0.72%
11,700
+1,200
32
$2.04M 0.68%
6,150
-49
33
$1.94M 0.65%
3,856
+490
34
$1.85M 0.62%
13,779
+404
35
$1.81M 0.61%
35,141
+917
36
$1.68M 0.56%
3,527
-366
37
$1.57M 0.52%
1,343
+14
38
$1.51M 0.51%
15,849
-1,443
39
$1.51M 0.5%
2,253
40
$1.5M 0.5%
6,327
-5
41
$1.45M 0.49%
12,036
-134
42
$1.43M 0.48%
7,132
-77
43
$1.4M 0.47%
11,640
+1,920
44
$1.37M 0.46%
4,865
-47
45
$1.34M 0.45%
1,752
+196
46
$1.34M 0.45%
16,185
47
$1.3M 0.43%
3,754
+285
48
$1.28M 0.43%
3,433
+445
49
$1.28M 0.43%
6,633
-21
50
$1.25M 0.42%
25,031
-6,804
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