CAS
Coppell Advisory Solutions Portfolio holdings
AUM
$842M
This Quarter Return
+11.43%
1 Year Return
+18.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$198M
AUM Growth
–
Cap. Flow
+$198M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.05%
Holding
155
New
155
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 3.67% |
| 2 | Technology | 3.6% |
| 3 | Healthcare | 2.36% |
| 4 | Financials | 2.11% |
| 5 | Consumer Discretionary | 1.99% |
