CF
Copperwynd Financial Portfolio holdings
AUM
$401M
1-Year Return
20.7%
This Quarter Return
+6.02%
1 Year Return
+20.7%
3 Year Return
+89.99%
5 Year Return
+205.21%
10 Year Return
–
AUM
$137M
AUM Growth
–
Cap. Flow
+$137M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.08%
Holding
94
New
94
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ALTA
Altabancorp Common Stock
ALTA
|
+$18.1M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$10.9M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
+$8.75M |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$7.08M |
| 5 |
NVIDIA
NVDA
|
+$6.15M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 17.42% |
| 2 | Technology | 11.76% |
| 3 | Industrials | 7.12% |
| 4 | Consumer Discretionary | 6.39% |
| 5 | Healthcare | 6.15% |
