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
$306M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$9.3M
2 +$4.56M
3 +$2.36M
4
VTV icon
Vanguard Value ETF
VTV
+$2.25M
5
AAPL icon
Apple
AAPL
+$2.13M

Top Sells

1 +$8.37M
2 +$2.38M
3 +$2.09M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.08M
5
GE icon
GE Aerospace
GE
+$1M

Sector Composition

1 Technology 11.62%
2 Financials 11.19%
3 Healthcare 5.9%
4 Consumer Discretionary 4.5%
5 Industrials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-26,859
152
-8,877
153
-11,079
154
-24,021