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Cooper/Haims Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 12.72%
This Quarter Est. Return
1 Year Est. Return
+12.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$15.1M
3 +$13.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.8M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$11.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.13%
2 Consumer Staples 2.28%
3 Industrials 1.49%
4 Energy 1.31%
5 Financials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3K ﹤0.01%
+50
52
$1K ﹤0.01%
+40
53
$1K ﹤0.01%
+50
54
$0 ﹤0.01%
+9