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
$207M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$6.89M
2 +$6.53M
3 +$6.22M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$4.23M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.7M

Top Sells

1 +$10.8M
2 +$7.44M
3 +$7.31M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.13M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.35M

Sector Composition

1 Technology 18.36%
2 Financials 11.85%
3 Consumer Discretionary 8.25%
4 Industrials 6.42%
5 Healthcare 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-12,316
127
-10,703