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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
126
$402K 0.13%
15,407
127
$400K 0.13%
4,284
128
$397K 0.13%
3,948
+64
129
$380K 0.13%
1,761
-64
130
$377K 0.13%
1,533
-58
131
$375K 0.13%
7,648
-244
132
$375K 0.13%
11,880
+17
133
$370K 0.12%
3,310
+80
134
$365K 0.12%
15,675
135
$364K 0.12%
3,278
-225
136
$361K 0.12%
6,506
+2
137
$360K 0.12%
1,056
+225
138
$354K 0.12%
12,311
+800
139
$353K 0.12%
24,168
+344
140
$345K 0.12%
6,149
+78
141
$340K 0.11%
4,747
+234
142
$339K 0.11%
5,201
143
$338K 0.11%
4,760
144
$323K 0.11%
2,175
+106
145
$319K 0.11%
2,955
+79
146
$317K 0.11%
9,293
+149
147
$313K 0.1%
+1,870
148
$308K 0.1%
2,693
-56
149
$308K 0.1%
2,628
150
$301K 0.1%
3,312
4 5
6
7 8