CF

Copperwynd Financial Portfolio holdings

AUM $401M
1-Year Est. Return 20.7%
This Quarter Est. Return
1 Year Est. Return
+20.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.84M
3
+$6.68M
4
TEAM icon
Atlassian
TEAM
+$6.62M
5
AMAT icon
Applied Materials
AMAT
+$6.57M

Top Sells

1
+$12.5M
2
+$6.78M
3
+$5.76M
4
TGT icon
Target
TGT
+$5.26M
5
FDX icon
FedEx
FDX
+$4.66M

Sector Composition

1 Financials 20.61%
2 Technology 14.22%
3 Healthcare 6.88%
4 Consumer Discretionary 5.15%
5 Communication Services 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.61%
+10,219
27
$1.45M 0.6%
29,930
+90
28
$1.43M 0.59%
4,205
+207
29
$1.31M 0.54%
7,965
+18
30
$1.31M 0.54%
10,250
-1,133
31
$1.28M 0.53%
3,687
+231
32
$1.12M 0.46%
33,145
+2,889
33
$1.08M 0.45%
9,491
-112
34
$1.08M 0.44%
12,712
+164
35
$1.03M 0.42%
4,699
-21,246
36
$1.02M 0.42%
2,599
+177
37
$1.01M 0.42%
9,128
+651
38
$1M 0.41%
4,377
-22,988
39
$996K 0.41%
3,279
+181
40
$935K 0.39%
5,771
+712
41
$903K 0.37%
3,345
+7
42
$901K 0.37%
6,740
-140
43
$901K 0.37%
1,577
-17
44
$837K 0.35%
5,112
+45
45
$808K 0.33%
2,462
-25
46
$798K 0.33%
11,777
+2,332
47
$792K 0.33%
1,302
+96
48
$779K 0.32%
2,329
+512
49
$763K 0.31%
7,387
-120,668
50
$761K 0.31%
5,111
+112
1
2
3 4 5