CC

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
$92.4M
AUM Growth
-$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$8.15M
2 +$5.55M
3 +$1.31M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$793K

Top Sells

1 +$4.57M
2 +$3.95M
3 +$1.97M
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$1.59M
5
LOW icon
Lowe's Companies
LOW
+$1.51M

Sector Composition

1 Healthcare 8.19%
2 Technology 7.8%
3 Communication Services 6.73%
4 Financials 5.01%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-18,270