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
76
$612K 0.25%
22,364
+89
77
$605K 0.25%
3,682
78
$603K 0.25%
4,541
+198
79
$597K 0.25%
4,688
+12
80
$594K 0.24%
2,647
+60
81
$587K 0.24%
7,570
82
$582K 0.24%
2,040
+239
83
$579K 0.24%
1,297
-3
84
$579K 0.24%
2,955
+52
85
$574K 0.24%
13,335
+628
86
$571K 0.24%
2,708
+74
87
$564K 0.23%
2,138
+48
88
$564K 0.23%
3,712
+93
89
$559K 0.23%
7,077
+174
90
$548K 0.23%
1,389
+146
91
$547K 0.23%
5,391
+229
92
$530K 0.22%
3,025
+77
93
$523K 0.22%
9,690
+806
94
$516K 0.21%
8,472
+216
95
$514K 0.21%
8,773
+265
96
$510K 0.21%
2,447
+59
97
$510K 0.21%
31,256
+1,019
98
$501K 0.21%
7,102
+363
99
$478K 0.2%
19,069
+692
100
$470K 0.19%
6,253
+243
2 3
4
5 6