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
$213M
AUM Growth
-$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$1.24M
3
+$1.03M
4
WDAY icon
Workday
WDAY
+$527K
5
UPS icon
United Parcel Service
UPS
+$301K

Top Sells

1
+$2.18M
2
+$2.18M
3
+$2.15M
4
CPRT icon
Copart
CPRT
+$2.09M
5
CSGP icon
CoStar Group
CSGP
+$2.09M

Sector Composition

1 Technology 10.29%
2 Financials 9.59%
3 Healthcare 6.6%
4 Industrials 4.52%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.91K ﹤0.01%
250
-448
127
$2.21K ﹤0.01%
+100
128
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129
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-23,560
130
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-6,250
131
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-23,519
132
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133
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134
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135
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136
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137
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138
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139
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-37,976
140
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-18,021
141
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-1,843
142
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143
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-9,429
144
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-11,211
2 3 4 5
6