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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
51
$453K 0.21%
2,947
-176
52
$434K 0.2%
2,338
-42
53
$393K 0.18%
5,927
-497
54
$374K 0.17%
12,846
+57
55
$358K 0.17%
2,660
-350
56
$335K 0.16%
3,954
+205
57
$332K 0.16%
2,044
-109
58
$332K 0.16%
4,572
59
$330K 0.15%
1,097
+85
60
$310K 0.14%
2,709
61
$310K 0.14%
1,685
-160
62
$310K 0.14%
335
+40
63
$309K 0.14%
12,706
64
$297K 0.14%
2,480
+50
65
$292K 0.14%
789
66
$291K 0.14%
3,179
+4
67
$278K 0.13%
804
-104
68
$267K 0.12%
10,407
69
$261K 0.12%
10,729
70
$257K 0.12%
10,000
71
$256K 0.12%
22,406
-5,000
72
$231K 0.11%
406
-10
73
$225K 0.11%
2,411
74
$223K 0.1%
1,125
-61
75
$214K 0.1%
281
-49
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3
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