CAS
Coppell Advisory Solutions Portfolio holdings
AUM
$842M
1-Year Return
18.58%
This Quarter Return
+6.84%
1 Year Return
+18.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$295M
AUM Growth
–
Cap. Flow
+$295M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.89%
Holding
1,201
New
1,198
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 6.15% |
| 2 | Technology | 4.97% |
| 3 | Healthcare | 4.95% |
| 4 | Real Estate | 2.92% |
| 5 | Industrials | 2.17% |
