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
$165M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$9.49M
2 +$6.86M
3 +$6.17M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$3.07M
5
USRT icon
iShares Core US REIT ETF
USRT
+$2.56M

Sector Composition

1 Healthcare 17.53%
2 Financials 15.66%
3 Communication Services 7.23%
4 Technology 7.18%
5 Consumer Discretionary 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-12,628
102
-4,773
103
-29,046
104
-10,460