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
$176M
AUM Growth
+$2.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$6.73M
3
+$6.51M
4
LRCX icon
Lam Research
LRCX
+$6.32M
5
CHTR icon
Charter Communications
CHTR
+$6.23M

Top Sells

1
+$7.11M
2
+$7.04M
3
+$7M
4
QCOM icon
Qualcomm
QCOM
+$6.99M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$6.3M

Sector Composition

1 Financials 13.57%
2 Technology 12.33%
3 Industrials 8.72%
4 Consumer Discretionary 8.17%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$612K 0.35%
1,777
-85
52
$611K 0.35%
3,210
+378
53
$607K 0.34%
5,635
+462
54
$604K 0.34%
17,200
+2,358
55
$601K 0.34%
9,925
-22,984
56
$600K 0.34%
6,222
+714
57
$599K 0.34%
3,284
+370
58
$597K 0.34%
4,494
+481
59
$594K 0.34%
3,763
+457
60
$590K 0.34%
4,483
+563
61
$581K 0.33%
4,766
+806
62
$574K 0.33%
13,309
+1,739
63
$571K 0.32%
3,001
+307
64
$565K 0.32%
1,660
+125
65
$564K 0.32%
5,777
+708
66
$557K 0.32%
5,496
+865
67
$549K 0.31%
3,074
+418
68
$548K 0.31%
3,436
+464
69
$528K 0.3%
7,438
+1,273
70
$525K 0.3%
3,949
+382
71
$524K 0.3%
30,930
+3,769
72
$516K 0.29%
26,607
+3,713
73
$514K 0.29%
2,691
+330
74
$512K 0.29%
8,358
+1,130
75
$508K 0.29%
3,699
+500
1 2
3
4 5