CP

Canopy Partners Portfolio holdings

AUM $273M
1-Year Est. Return 17.93%
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1 +$9.24M
2 +$8.97M
3 +$8.29M
4
MSFT icon
Microsoft
MSFT
+$7.83M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$7.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.52%
2 Financials 8.81%
3 Healthcare 7.71%
4 Consumer Discretionary 6.13%
5 Communication Services 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$27.6K 0.02%
+15,486