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
$161M
AUM Growth
-$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$22.4M
2 +$22.4M
3 +$13.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.94M
5
GLD icon
SPDR Gold Trust
GLD
+$3.07M

Top Sells

1 +$8.5M
2 +$7.81M
3 +$7.2M
4
AMZN icon
Amazon
AMZN
+$4.79M
5
NFLX icon
Netflix
NFLX
+$4.28M

Sector Composition

1 Financials 13.91%
2 Technology 5.1%
3 Healthcare 3.71%
4 Consumer Discretionary 3.71%
5 Industrials 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-94,777
102
-4,593
103
-75,807
104
-27,445
105
-25,674