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Coppell Advisory Solutions Portfolio holdings
AUM
$170M
1-Year Est. Return
16.47%
This Fund
S&P 500
1 Year Est. Return
+16.47%
AUM
$170M
AUM Growth
-$846M
(-83%)
Holding
402
Top Buys
| 1 | +$7.05M | |
| 2 | +$4.81M | |
| 3 | +$2.48M | |
| 4 |
Applied Materials
AMAT
|
+$1.66M |
| 5 |
ASML
ASML
|
+$1.66M |
Top Sells
| 1 | +$55.5M | |
| 2 | +$32M | |
| 3 | +$30.3M | |
| 4 |
FT Vest Fund of Deep Buffer ETFs
BUFD
|
+$24M |
| 5 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$23.5M |
Sector Composition
| 1 | Technology | 17.04% |
| 2 | Consumer Discretionary | 9.12% |
| 3 | Communication Services | 7.55% |
| 4 | Healthcare | 4.97% |
| 5 | Financials | 3.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.3B
| – | – |
-13,986
|
|
||
402
3M
MMM
$82.5B
| – | – |
-1,314
|
|