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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
76
$784K 0.26%
2,777
-38
77
$758K 0.25%
3,015
+150
78
$744K 0.25%
11,437
79
$739K 0.25%
2,697
-40
80
$697K 0.23%
13,058
81
$696K 0.23%
874
-79
82
$682K 0.23%
4,102
+212
83
$670K 0.22%
2,571
-346
84
$667K 0.22%
1,336
-240
85
$663K 0.22%
7,010
-55
86
$639K 0.21%
5,670
+566
87
$622K 0.21%
1,210
+110
88
$605K 0.2%
1,637
-174
89
$605K 0.2%
1,903
+301
90
$601K 0.2%
3,031
-98
91
$586K 0.2%
3,209
+925
92
$585K 0.2%
974
93
$571K 0.19%
7,343
-84
94
$569K 0.19%
4,335
+50
95
$560K 0.19%
6,760
+32
96
$558K 0.19%
6,654
-103
97
$546K 0.18%
1,221
-1
98
$546K 0.18%
2,309
+12
99
$535K 0.18%
6,448
-1,579
100
$532K 0.18%
3,604
+61
2 3
4
5 6