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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
51
$1.25M 0.42%
5,380
+120
52
$1.24M 0.41%
4,383
+117
53
$1.22M 0.41%
9,829
+191
54
$1.14M 0.38%
18,273
-11
55
$1.12M 0.38%
4,555
+40
56
$1.1M 0.37%
5,100
+250
57
$1.09M 0.37%
5,296
58
$1.09M 0.36%
12,981
+487
59
$1.08M 0.36%
3,568
+85
60
$1.08M 0.36%
15,830
+387
61
$1.08M 0.36%
6,963
+235
62
$1.05M 0.35%
12,429
-98
63
$967K 0.32%
6,294
+119
64
$931K 0.31%
3,095
+322
65
$899K 0.3%
11,908
-68
66
$894K 0.3%
678
+3
67
$883K 0.29%
6,286
+15
68
$851K 0.28%
879
+38
69
$845K 0.28%
5,316
+92
70
$834K 0.28%
32,725
-3,893
71
$825K 0.28%
2,035
+67
72
$824K 0.28%
1,147
+71
73
$820K 0.27%
8,369
+1,031
74
$812K 0.27%
3,356
-110
75
$795K 0.27%
1,739
-96
1 2
3
4 5