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
$196M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$9.91M
2 +$6.82M
3 +$6.58M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.71M
5
GE icon
GE Aerospace
GE
+$3.51M

Top Sells

1 +$13.5M
2 +$6.4M
3 +$2.09M
4
GILD icon
Gilead Sciences
GILD
+$2.06M
5
HON icon
Honeywell
HON
+$2.03M

Sector Composition

1 Financials 16.94%
2 Technology 12.33%
3 Healthcare 9.68%
4 Industrials 5.16%
5 Energy 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-17,914
152
-3,420