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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
$182M
AUM Growth
+$3.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$561K
2
+$540K
3
+$227K
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$226K
5
GE icon
GE Aerospace
GE
+$224K

Top Sells

1
+$4.4M
2
+$1.96M
3
+$1.72M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$785K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$541K

Sector Composition

1 Technology 11.94%
2 Consumer Staples 1.67%
3 Consumer Discretionary 1.59%
4 Healthcare 1.4%
5 Real Estate 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$353K 0.19%
3,325
-33
52
$343K 0.19%
8,640
-500
53
$333K 0.18%
1,955
+14
54
$318K 0.18%
2,843
55
$311K 0.17%
2,229
56
$309K 0.17%
12,706
57
$308K 0.17%
3,163
-80
58
$305K 0.17%
6,762
-449
59
$302K 0.17%
2,576
60
$301K 0.17%
337
-30
61
$296K 0.16%
2,198
+34
62
$290K 0.16%
2,556
-236
63
$278K 0.15%
9,384
64
$276K 0.15%
800
65
$269K 0.15%
2,796
-11
66
$268K 0.15%
10,407
67
$261K 0.14%
10,729
68
$257K 0.14%
10,000
69
$242K 0.13%
33,968
+11
70
$240K 0.13%
1,159
71
$228K 0.13%
923
72
$227K 0.12%
+1,661
73
$226K 0.12%
+2,866
74
$224K 0.12%
+1,187
75
$221K 0.12%
742
-37
1 2
3
4