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
$223M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$8.38M
3 +$6.36M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.23M
5
TSLA icon
Tesla
TSLA
+$6.21M

Top Sells

1 +$12.4M
2 +$12.2M
3 +$6.89M
4
MELI icon
Mercado Libre
MELI
+$5.65M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.37M

Sector Composition

1 Technology 16.33%
2 Financials 15.11%
3 Consumer Discretionary 7.65%
4 Industrials 5.89%
5 Healthcare 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,092
127
-41,402