CAS

Coppell Advisory Solutions Portfolio holdings

AUM $944M
1-Year Est. Return 17.45%
This Quarter Est. Return
1 Year Est. Return
+17.45%
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 +$11.2M
2 +$10.8M
3 +$6.2M
4
AAPL icon
Apple
AAPL
+$5.79M
5
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$5.31M

Top Sells

1 +$9.31M
2 +$8.49M
3 +$6.88M
4
NFLX icon
Netflix
NFLX
+$3.96M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.86M

Sector Composition

1 Technology 9.99%
2 Financials 5.11%
3 Consumer Discretionary 3.74%
4 Communication Services 3.16%
5 Healthcare 2.9%

No holdings matched the selected filter criteria.