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
$198M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$200K 0.1%
+571
152
$93K 0.05%
+15,352
153
$73K 0.04%
+14,076
154
$39K 0.02%
+11,053
155
$38K 0.02%
+196