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
$502M
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,944
New
Increased
Reduced
Closed

Top Buys

1 +$32.6M
2 +$10.7M
3 +$10.7M
4
JPM icon
JPMorgan Chase
JPM
+$10.1M
5
AAPL icon
Apple
AAPL
+$9.87M

Sector Composition

1 Technology 11.31%
2 Financials 5.21%
3 Healthcare 3.28%
4 Consumer Discretionary 2.38%
5 Consumer Staples 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$24.2K ﹤0.01%
626
+496
677
$24K ﹤0.01%
+182
678
$23.9K ﹤0.01%
+429
679
$23.9K ﹤0.01%
+3,800
680
$23.9K ﹤0.01%
+220
681
$23.5K ﹤0.01%
1,079
+71
682
$23.4K ﹤0.01%
314
+14
683
$23.3K ﹤0.01%
380
+355
684
$23.2K ﹤0.01%
+826
685
$23.1K ﹤0.01%
+2,935
686
$23.1K ﹤0.01%
320
+220
687
$22.9K ﹤0.01%
+350
688
$22.8K ﹤0.01%
+1,988
689
$22.8K ﹤0.01%
125
+5
690
$22.7K ﹤0.01%
+268
691
$22.7K ﹤0.01%
+1,184
692
$22.7K ﹤0.01%
+2,006
693
$22.5K ﹤0.01%
+521
694
$22.4K ﹤0.01%
632
+549
695
$22.3K ﹤0.01%
+103
696
$22.3K ﹤0.01%
454
+382
697
$22.3K ﹤0.01%
576
698
$22.2K ﹤0.01%
+354
699
$22.2K ﹤0.01%
+3,201
700
$22.1K ﹤0.01%
309
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