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
76
$505K 0.29%
1,334
+200
77
$503K 0.29%
+4,549
78
$502K 0.29%
8,434
+1,856
79
$497K 0.28%
2,132
+22
80
$494K 0.28%
14,106
+2,354
81
$484K 0.27%
10,379
+1,521
82
$480K 0.27%
4,634
+585
83
$471K 0.27%
3,560
-46
84
$471K 0.27%
8,024
+1,730
85
$459K 0.26%
3,316
+106
86
$454K 0.26%
32,084
87
$454K 0.26%
4,974
+27
88
$453K 0.26%
+4,195
89
$436K 0.25%
5,968
+13
90
$431K 0.24%
14,467
+2,805
91
$401K 0.23%
17,196
+4,758
92
$361K 0.21%
1,407
-41
93
$349K 0.2%
6,466
94
$348K 0.2%
7,570
95
$331K 0.19%
7,163
+1,313
96
$270K 0.15%
756
97
$243K 0.14%
1,092
-10
98
$216K 0.12%
26,128
+14,229
99
$216K 0.12%
25,456
+7,513
100
$208K 0.12%
16,329
+342
1 2 3
4
5