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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
201
$135K 0.05%
1,091
+291
202
$131K 0.04%
17,964
+3,930
203
$112K 0.04%
+10,132
204
$100K 0.03%
+3,143
205
$87.6K 0.03%
13,069
+1,199
206
$81.2K 0.03%
10,166
207
$46.2K 0.02%
573
+51
208
$39.5K 0.01%
18,724
209
$3.14K ﹤0.01%
65
-136
210
– –
-3,450
211
– –
-27,524
212
– –
-3,465
213
– –
-2,826
214
– –
-2,561
215
– –
-515
216
– –
-3,523
217
– –
-1,301
5 6 7 8
9