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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
151
$298K 0.1%
18,302
+163
152
$296K 0.1%
434
+5
153
$291K 0.1%
20,839
+395
154
$290K 0.1%
471
+67
155
$288K 0.1%
2,433
-41
156
$282K 0.09%
2,518
-19
157
$277K 0.09%
5,493
+868
158
$274K 0.09%
13,236
+175
159
$263K 0.09%
1,619
+246
160
$262K 0.09%
1,665
-9
161
$262K 0.09%
2,288
+614
162
$261K 0.09%
9,909
-138
163
$258K 0.09%
682
164
$256K 0.09%
+607
165
$256K 0.09%
9,075
+1,890
166
$255K 0.09%
337
-18
167
$255K 0.09%
366
+81
168
$255K 0.09%
722
-180
169
$252K 0.08%
506
-164
170
$247K 0.08%
+1,294
171
$246K 0.08%
2,074
172
$245K 0.08%
758
-1
173
$245K 0.08%
+1,828
174
$244K 0.08%
+498
175
$243K 0.08%
92,448
+795
5 6
7
8 9