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
$142M
AUM Growth
-$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$6.51M
2 +$2.9M
3 +$2.89M
4
USRT icon
iShares Core US REIT ETF
USRT
+$2.56M
5
IWC icon
iShares Micro-Cap ETF
IWC
+$510K

Sector Composition

1 Financials 19%
2 Technology 14.92%
3 Healthcare 8.24%
4 Consumer Discretionary 7.36%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,400