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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
$141M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$245K
2 +$215K
3 +$215K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$169K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$167K

Sector Composition

1 Technology 10.27%
2 Healthcare 2.15%
3 Consumer Staples 1.84%
4 Real Estate 1.56%
5 Consumer Discretionary 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-15,000
77
-6,703