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
$243M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$7.07M
3
+$6.93M
4
MS icon
Morgan Stanley
MS
+$6.8M
5
TEAM icon
Atlassian
TEAM
+$5.65M

Top Sells

1
+$12.8M
2
+$6.18M
3
+$5.77M
4
TGT icon
Target
TGT
+$5.76M
5
GM icon
General Motors
GM
+$5.76M

Sector Composition

1 Financials 20.61%
2 Technology 14.22%
3 Healthcare 6.88%
4 Consumer Discretionary 5.15%
5 Communication Services 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-16,161
127
– –
-2,633
128
– –
-4,699
129
– –
-3,730
2 3 4 5
6