CC
Copperleaf Capital Portfolio holdings
AUM
$198M
This Quarter Return
+8.86%
1 Year Return
+26.38%
3 Year Return
+73.43%
5 Year Return
+89.93%
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(+21%)
Cap. Flow
+$22.8M
Cap. Flow
% of AUM
14.42%
Top 10 Holdings %
Top 10 Hldgs %
45.23%
Holding
100
New
10
Increased
59
Reduced
16
Closed
9
Top Buys
| 1 |
iShares Bitcoin Trust
IBIT
|
$12.6M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$1.62M |
| 3 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
$1.55M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$1.28M |
| 5 |
iShares Investment Grade Systematic Bond ETF
IGEB
|
$1.02M |
Top Sells
Sector Composition
| 1 | Technology | 9.72% |
| 2 | Consumer Discretionary | 6.43% |
| 3 | Communication Services | 4.23% |
| 4 | Financials | 4.08% |
| 5 | Healthcare | 3.45% |
