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
701
$24.6K ﹤0.01%
+104
702
$24.6K ﹤0.01%
+610
703
$24.5K ﹤0.01%
+2,470
704
$24.3K ﹤0.01%
+1,376
705
$24.3K ﹤0.01%
+63
706
$24.2K ﹤0.01%
+5,620
707
$24.2K ﹤0.01%
+120
708
$24.1K ﹤0.01%
+664
709
$23.9K ﹤0.01%
+829
710
$23.9K ﹤0.01%
+441
711
$23.8K ﹤0.01%
+426
712
$23.8K ﹤0.01%
+388
713
$23.7K ﹤0.01%
+2,471
714
$23.6K ﹤0.01%
+544
715
$23.6K ﹤0.01%
+530
716
$23.5K ﹤0.01%
+267
717
$23.4K ﹤0.01%
+361
718
$23.3K ﹤0.01%
+355
719
$23.2K ﹤0.01%
+1,038
720
$23.2K ﹤0.01%
+789
721
$23.2K ﹤0.01%
+602
722
$23.1K ﹤0.01%
+1,214
723
$23.1K ﹤0.01%
+216
724
$23K ﹤0.01%
+153
725
$23K ﹤0.01%
+590