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
76
$393K 0.23%
4,404
-817
77
$377K 0.22%
1,034
-15
78
$371K 0.21%
8,838
-487
79
$365K 0.21%
8,603
-288
80
$359K 0.21%
5,738
-183
81
$345K 0.2%
5,859
-351
82
$338K 0.19%
31,328
-411
83
$334K 0.19%
11,870
-31
84
$323K 0.19%
+1,587
85
$320K 0.18%
19,301
+688
86
$317K 0.18%
8,739
+366
87
$274K 0.16%
+7,570
88
$271K 0.16%
16,042
89
$264K 0.15%
+3,232
90
$248K 0.14%
+5,000
91
$246K 0.14%
+1,027
92
$244K 0.14%
+888
93
$230K 0.13%
+1,069
94
$227K 0.13%
+2,481
95
$226K 0.13%
+363
96
$218K 0.12%
+1,166
97
$218K 0.12%
+3,080
98
$215K 0.12%
+1,129
99
$211K 0.12%
+1,416
100
$210K 0.12%
+483
1 2 3
4
5