CC
Copperleaf Capital Portfolio holdings
AUM
$198M
This Quarter Return
+7.42%
1 Year Return
+26.38%
3 Year Return
+73.43%
5 Year Return
+89.93%
10 Year Return
–
AUM
$117M
AUM Growth
+$117M
(+13%)
Cap. Flow
+$8.14M
Cap. Flow
% of AUM
6.95%
Top 10 Holdings %
Top 10 Hldgs %
56.14%
Holding
62
New
9
Increased
17
Reduced
20
Closed
14
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$5.56M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$4.86M |
| 3 |
iShares MBS ETF
MBB
|
$4.4M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$3.49M |
| 5 |
iShares Short Maturity Bond ETF
NEAR
|
$3.22M |
Sector Composition
| 1 | Communication Services | 6.7% |
| 2 | Consumer Discretionary | 4.73% |
| 3 | Healthcare | 4.48% |
| 4 | Technology | 4.14% |
| 5 | Financials | 4.13% |
