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Cooper/Haims Advisors Portfolio holdings

AUM $212M
1-Year Est. Return 12.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$641K
3
+$451K
4
REET icon
iShares Global REIT ETF
REET
+$431K
5
IAU icon
iShares Gold Trust
IAU
+$427K

Top Sells

1
+$822K
2
+$712K
3
+$449K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$448K
5
AAPL icon
Apple
AAPL
+$326K

Sector Composition

1 Technology 11.5%
2 Industrials 2.2%
3 Consumer Discretionary 1.51%
4 Financials 1.45%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$972K 0.45%
6,256
+102
27
$901K 0.42%
1,227
-2
28
$876K 0.41%
3,622
29
$857K 0.4%
1,704
+61
30
$854K 0.4%
3,027
+148
31
$842K 0.39%
3,464
+59
32
$764K 0.36%
1,601
33
$743K 0.35%
6,593
+4,056
34
$693K 0.32%
23,375
+12
35
$679K 0.32%
2,934
-86
36
$635K 0.3%
11,884
-274
37
$587K 0.27%
7,162
+300
38
$583K 0.27%
2,073
-240
39
$575K 0.27%
2,362
-120
40
$573K 0.27%
3,206
-115
41
$554K 0.26%
923
-21
42
$527K 0.25%
6,684
43
$514K 0.24%
1,506
-90
44
$484K 0.23%
3,616
45
$477K 0.22%
3,393
-35
46
$476K 0.22%
+6,548
47
$472K 0.22%
4,032
48
$470K 0.22%
9,108
+3
49
$467K 0.22%
1,415
+101
50
$455K 0.21%
102,771
+24,667
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