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
$175M
AUM Growth
-$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.3M
3
+$7.43M
4
SWKS icon
Skyworks Solutions
SWKS
+$7.23M
5
DXCM icon
DexCom
DXCM
+$6.53M

Top Sells

1
+$108M
2
+$5.01M
3
+$4.92M
4
CPRT icon
Copart
CPRT
+$4.77M
5
TSLA icon
Tesla
TSLA
+$1.78M

Sector Composition

1 Technology 15.75%
2 Consumer Discretionary 12.34%
3 Financials 11.02%
4 Healthcare 7.04%
5 Industrials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$510K 0.29%
3,327
-277
52
$509K 0.29%
3,393
-328
53
$508K 0.29%
7,826
-672
54
$503K 0.29%
2,876
-251
55
$492K 0.28%
12,551
-910
56
$492K 0.28%
8,916
-639
57
$489K 0.28%
2,460
-215
58
$480K 0.27%
3,580
-13
59
$469K 0.27%
4,175
-391
60
$467K 0.27%
3,352
-220
61
$466K 0.27%
5,982
-444
62
$453K 0.26%
4,061
-297
63
$451K 0.26%
6,106
-715
64
$443K 0.25%
25,388
-828
65
$433K 0.25%
5,890
+2,348
66
$432K 0.25%
3,791
-229
67
$429K 0.25%
16,391
-976
68
$427K 0.24%
13,779
-947
69
$415K 0.24%
6,947
-465
70
$415K 0.24%
1,407
-55
71
$412K 0.24%
5,433
-203
72
$411K 0.24%
4,494
-306
73
$404K 0.23%
8,211
-518
74
$404K 0.23%
+2,244
75
$399K 0.23%
16,783
-2,510
1 2
3
4 5