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Coppell Advisory Solutions Portfolio holdings

AUM $170M
1-Year Est. Return 16.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$944M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.29M
3
+$6.18M
4
AAPL icon
Apple
AAPL
+$5.14M
5
WTS icon
Watts Water Technologies
WTS
+$3.56M

Top Sells

1
+$8.2M
2
+$7.28M
3
+$6.82M
4
NFLX icon
Netflix
NFLX
+$4.01M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.7M

Sector Composition

1 Technology 9.99%
2 Financials 5.11%
3 Consumer Discretionary 3.74%
4 Communication Services 3.16%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$254K 0.03%
3,361
+360
352
$254K 0.03%
10,517
353
$252K 0.03%
2,100
+165
354
$251K 0.03%
2,325
-17
355
$251K 0.03%
13,194
-35
356
$250K 0.03%
11,543
-850
357
$248K 0.03%
+8,841
358
$238K 0.03%
+8,815
359
$238K 0.03%
+4,000
360
$237K 0.03%
20,563
+1,614
361
$234K 0.02%
3,385
-669
362
$234K 0.02%
+248
363
$234K 0.02%
4,697
-17,610
364
$234K 0.02%
+2,620
365
$231K 0.02%
1,695
-240
366
$230K 0.02%
10,138
-121
367
$228K 0.02%
3,559
368
$226K 0.02%
3,797
-38
369
$223K 0.02%
16,988
-111
370
$222K 0.02%
1,649
371
$220K 0.02%
+6,417
372
$216K 0.02%
3,999
+109
373
$216K 0.02%
1,942
374
$216K 0.02%
+1,587
375
$215K 0.02%
3,080
+289
13 14
15
16 17