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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
101
$531K 0.18%
355
-8
102
$525K 0.18%
2,563
-151
103
$522K 0.17%
2,542
+292
104
$520K 0.17%
2,831
-19
105
$500K 0.17%
2,180
-3
106
$486K 0.16%
208
+62
107
$482K 0.16%
2,367
+173
108
$476K 0.16%
981
-134
109
$474K 0.16%
11,970
110
$471K 0.16%
2,376
-172
111
$467K 0.16%
1,747
+124
112
$465K 0.16%
2,106
-50
113
$463K 0.15%
6,985
+104
114
$449K 0.15%
2,513
+309
115
$446K 0.15%
4,967
-170
116
$439K 0.15%
2,983
+84
117
$430K 0.14%
3,353
+230
118
$428K 0.14%
2,559
+309
119
$419K 0.14%
13,853
120
$418K 0.14%
644
+4
121
$414K 0.14%
5,401
+406
122
$414K 0.14%
1,468
+76
123
$412K 0.14%
868
+80
124
$411K 0.14%
2,542
+160
125
$411K 0.14%
2,103
+155
3 4
5
6 7