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
$236M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$12.9M
3 +$7.54M
4
MRNA icon
Moderna
MRNA
+$6.57M
5
GM icon
General Motors
GM
+$5.76M

Top Sells

1 +$14.4M
2 +$7.07M
3 +$6.76M
4
CDNS icon
Cadence Design Systems
CDNS
+$6.44M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.23M

Sector Composition

1 Financials 15.24%
2 Consumer Discretionary 9.94%
3 Technology 8.37%
4 Healthcare 6.95%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-920
127
-119,708
128
-2,156
129
-34,491