CC
Copperleaf Capital Portfolio holdings
AUM
$198M
This Quarter Return
+5.12%
1 Year Return
+26.38%
3 Year Return
+73.43%
5 Year Return
+89.93%
10 Year Return
–
AUM
$98.6M
AUM Growth
–
Cap. Flow
+$98.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.92%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$9.45M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
$8.46M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$6.89M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$6.13M |
| 5 |
iShares MBS ETF
MBB
|
$6.07M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 7.17% |
| 2 | Communication Services | 6.24% |
| 3 | Financials | 6.12% |
| 4 | Healthcare | 5.81% |
| 5 | Technology | 2.48% |
