CAS

Coppell Advisory Solutions Portfolio holdings

AUM $842M
1-Year Est. Return 18.58%
This Quarter Est. Return
1 Year Est. Return
+18.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,448
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.77%
2 Financials 3.94%
3 Healthcare 3.73%
4 Real Estate 2.66%
5 Industrials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$17.6K 0.01%
+134
577
$17.6K 0.01%
+315
578
$17.5K 0.01%
+235
579
$17.5K 0.01%
+276
580
$17.5K ﹤0.01%
+728
581
$17.3K ﹤0.01%
+2,078
582
$17.3K ﹤0.01%
+3,331
583
$17.3K ﹤0.01%
+1,009
584
$17.3K ﹤0.01%
+94
585
$17.3K ﹤0.01%
+120
586
$17.1K ﹤0.01%
+248
587
$17K ﹤0.01%
+612
588
$17K ﹤0.01%
+65
589
$17K ﹤0.01%
+322
590
$16.9K ﹤0.01%
+1,600
591
$16.9K ﹤0.01%
+228
592
$16.8K ﹤0.01%
+250
593
$16.7K ﹤0.01%
+130
594
$16.7K ﹤0.01%
+281
595
$16.6K ﹤0.01%
+1,675
596
$16.6K ﹤0.01%
+108
597
$16.5K ﹤0.01%
+32
598
$16.5K ﹤0.01%
+365
599
$16.5K ﹤0.01%
+1,304
600
$16.4K ﹤0.01%
+124