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

Top Buys

1 +$16M
2 +$6.84M
3 +$6.68M
4
TEAM icon
Atlassian
TEAM
+$6.62M
5
AMAT icon
Applied Materials
AMAT
+$6.57M

Top Sells

1 +$12.5M
2 +$6.78M
3 +$5.76M
4
TGT icon
Target
TGT
+$5.26M
5
FDX icon
FedEx
FDX
+$4.66M

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
-2,633
127
-4,699
128
-3,730
129
-1