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Copperleaf Capital Portfolio holdings

AUM $209M
1-Year Est. Return 31.88%
This Quarter Est. Return
1 Year Est. Return
+31.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.3M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.17M
2 +$1.86M
3 +$1.83M
4
XOM icon
Exxon Mobil
XOM
+$1.47M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.18M

Top Sells

1 +$2.35M
2 +$1.92M
3 +$1.5M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.37M
5
MBB icon
iShares MBS ETF
MBB
+$1.13M

Sector Composition

1 Communication Services 5.57%
2 Healthcare 5.05%
3 Financials 4.95%
4 Consumer Discretionary 3.87%
5 Technology 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-29,475
52
-19,370
53
-9,900