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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
$96.4M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Sector Composition

1 Communication Services 5.8%
2 Healthcare 5.17%
3 Financials 5.14%
4 Consumer Discretionary 4.62%
5 Technology 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,200