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
826
$18.3K ﹤0.01%
+297
827
$18.3K ﹤0.01%
+2,553
828
$18.2K ﹤0.01%
+200
829
$18.1K ﹤0.01%
+598
830
$18K ﹤0.01%
+84
831
$18K ﹤0.01%
+144
832
$17.9K ﹤0.01%
+1,046
833
$17.9K ﹤0.01%
+4,000
834
$17.9K ﹤0.01%
+714
835
$17.9K ﹤0.01%
+1,749
836
$17.8K ﹤0.01%
+520
837
$17.8K ﹤0.01%
+219
838
$17.7K ﹤0.01%
+35
839
$17.6K ﹤0.01%
+69
840
$17.6K ﹤0.01%
+309
841
$17.4K ﹤0.01%
+449
842
$17.3K ﹤0.01%
+968
843
$17.3K ﹤0.01%
+117
844
$17.2K ﹤0.01%
+82
845
$17.2K ﹤0.01%
+210
846
$17.2K ﹤0.01%
+54
847
$17.2K ﹤0.01%
+113
848
$17K ﹤0.01%
+315
849
$16.9K ﹤0.01%
+377
850
$16.8K ﹤0.01%
+588