Canopy Partners, LLC
CIK Number: 0001960860
261.97M
Market Value
199
# of Holdings
4 months
Avg. Holding Period
36.02%
Win Rate
19.48%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 196.98 | +1.39% | 56.04K | +15.16% | 14.03M | 200.63 | 5.36% |
| 2 | VTI | Vanguard Total ... | 258.75 | +0.21% | 44.85K | -0.64% | 13M | 250.73 | 4.96% |
| 3 | MSFT | Microsoft Corpo... | 367.78 | -1.03% | 26.26K | +14.24% | 11.07M | 387.62 | 4.23% |
| 4 | SPY | SPDR S&P 500 ET... | 526.41 | +0.14% | 18.73K | 0.00% | 10.98M | 475.31 | 4.19% |
| 5 | MDY | SPDR S&P MIDCAP... | 501.78 | +0.89% | 18.55K | +17.37% | 10.57M | 522.58 | 4.03% |
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