CF
Copperwynd Financial Portfolio holdings
AUM
$401M
1-Year Return
20.7%
This Quarter Return
+14.13%
1 Year Return
+20.7%
3 Year Return
+89.99%
5 Year Return
+205.21%
10 Year Return
–
AUM
$188M
AUM Growth
+$13.3M
(+7.6%)
Cap. Flow
-$7.05M
Cap. Flow
% of AUM
-3.75%
Top 10 Holdings %
Top 10 Hldgs %
56.35%
Holding
118
New
6
Increased
36
Reduced
62
Closed
4
Top Buys
| 1 |
FedEx
FDX
|
+$7.84M |
| 2 |
Advanced Micro Devices
AMD
|
+$7.44M |
| 3 |
Align Technology
ALGN
|
+$6.67M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.79M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$1.97M |
Top Sells
| 1 |
Tesla
TSLA
|
+$15.4M |
| 2 |
Skyworks Solutions
SWKS
|
+$7.04M |
| 3 |
lululemon athletica
LULU
|
+$6.63M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$3.94M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$3.81M |
Sector Composition
| 1 | Technology | 16.06% |
| 2 | Healthcare | 10.89% |
| 3 | Financials | 10.05% |
| 4 | Industrials | 6.58% |
| 5 | Consumer Discretionary | 4.79% |
