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
$606M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,798
New
Increased
Reduced
Closed

Top Buys

1 +$35.8M
2 +$31M
3 +$30.7M
4
AAPL icon
Apple
AAPL
+$30.5M
5
LLY icon
Eli Lilly
LLY
+$24.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.73%
2 Communication Services 7.16%
3 Healthcare 7.14%
4 Financials 2.9%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$36.7K 0.01%
+1,209
577
$36K 0.01%
+1,028
578
$35.9K 0.01%
+428
579
$35.9K 0.01%
+408
580
$35.7K 0.01%
+2,080
581
$35.6K 0.01%
+1,165
582
$35.4K 0.01%
+872
583
$35.3K 0.01%
+258
584
$35.3K 0.01%
+1,637
585
$35.3K 0.01%
+1,800
586
$35.2K 0.01%
+1,202
587
$35.1K 0.01%
+112
588
$34.9K 0.01%
+297
589
$34.9K 0.01%
+1,738
590
$34.7K 0.01%
+389
591
$34.3K 0.01%
+217
592
$34.2K 0.01%
+154
593
$34.2K 0.01%
+2,615
594
$34.1K 0.01%
+950
595
$34.1K 0.01%
+141
596
$34K 0.01%
+125
597
$34K 0.01%
+686
598
$34K 0.01%
+1,917
599
$33.8K 0.01%
+902
600
$33.8K 0.01%
+33