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
51
$757K 0.31%
13,915
+5
52
$755K 0.31%
2,857
-5
53
$735K 0.3%
2,844
-26,241
54
$729K 0.3%
2,278
+243
55
$727K 0.3%
4,797
+30
56
$714K 0.29%
2,617
+1,472
57
$712K 0.29%
1,145
+114
58
$711K 0.29%
3,661
+355
59
$710K 0.29%
14,100
-84
60
$709K 0.29%
1,066
+87
61
$708K 0.29%
2,611
+281
62
$688K 0.28%
+4,102
63
$682K 0.28%
2,058
+174
64
$668K 0.28%
1,161
+114
65
$666K 0.27%
5,637
+601
66
$665K 0.27%
2,984
+311
67
$646K 0.27%
15,212
+111
68
$645K 0.27%
4,444
+442
69
$638K 0.26%
17,907
70
$637K 0.26%
13,707
+1,326
71
$634K 0.26%
3,860
+240
72
$634K 0.26%
5,845
+51
73
$628K 0.26%
11,259
+247
74
$623K 0.26%
3,681
+68
75
$623K 0.26%
3,126
+63
1 2
3
4 5