CF

Copperwynd Financial Portfolio holdings

AUM $401M
1-Year Est. Return 20.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$6.19M
3
+$5.67M
4
TSLA icon
Tesla
TSLA
+$5.58M
5
AGN
Allergan plc
AGN
+$4.72M

Top Sells

1
+$8.31M
2
+$6.89M
3
+$6.19M
4
QCOM icon
Qualcomm
QCOM
+$6.17M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$6.02M

Sector Composition

1 Technology 8.27%
2 Financials 7.41%
3 Healthcare 4.5%
4 Industrials 4.01%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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104
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-159,279
107
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108
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109
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110
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111
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-6,066
112
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-29,542
113
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-5,732
114
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-756
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5