CC
Copperleaf Capital Portfolio holdings
AUM
$198M
This Quarter Return
+4.88%
1 Year Return
+26.38%
3 Year Return
+73.43%
5 Year Return
+89.93%
10 Year Return
–
AUM
$131M
AUM Growth
+$131M
(+4.4%)
Cap. Flow
-$253K
Cap. Flow
% of AUM
-0.19%
Top 10 Holdings %
Top 10 Hldgs %
40.3%
Holding
91
New
3
Increased
33
Reduced
44
Closed
1
Top Buys
Top Sells
| 1 |
iShares Bitcoin Trust
IBIT
|
$777K |
| 2 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
$668K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$384K |
| 4 |
Wells Fargo
WFC
|
$213K |
| 5 |
Apple
AAPL
|
$209K |
Sector Composition
| 1 | Technology | 9.56% |
| 2 | Consumer Discretionary | 5.62% |
| 3 | Healthcare | 4.75% |
| 4 | Communication Services | 4.61% |
| 5 | Financials | 4.43% |
