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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
176
$242K 0.08%
4,811
+76
177
$236K 0.08%
4,376
178
$236K 0.08%
1,407
-44
179
$234K 0.08%
1,103
+71
180
$234K 0.08%
3,895
+41
181
$232K 0.08%
14,576
+1,123
182
$231K 0.08%
3,306
-57
183
$230K 0.08%
15,182
+326
184
$229K 0.08%
+1,574
185
$225K 0.08%
831
-79
186
$224K 0.07%
13,368
+810
187
$223K 0.07%
1,650
188
$222K 0.07%
623
+12
189
$218K 0.07%
1,405
-272
190
$215K 0.07%
442
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191
$214K 0.07%
3,568
192
$213K 0.07%
1,247
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193
$209K 0.07%
+3,132
194
$208K 0.07%
+2,606
195
$208K 0.07%
+6,190
196
$206K 0.07%
+620
197
$203K 0.07%
+7,443
198
$202K 0.07%
1,397
-235
199
$199K 0.07%
1,036
-184
200
$192K 0.06%
25,289
+964
5 6 7
8
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