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
$241M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$15.3M
2 +$3.93M
3 +$3.83M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.53M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.41M

Top Sells

1 +$17.6M
2 +$11.3M
3 +$6.02M
4
ZS icon
Zscaler
ZS
+$5.96M
5
PFE icon
Pfizer
PFE
+$3.28M

Sector Composition

1 Financials 13.4%
2 Technology 11.42%
3 Healthcare 9.89%
4 Consumer Discretionary 5.04%
5 Energy 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-7,461
127
-17,491
128
-3,013
129
-9,754
130
-2,268
131
-18,552