Instuitional Investor - Copia Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Copia Wealth Management |
| Portfolio Value | $166,474,254 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Strive Enhanced Income Short Maturity Etf - ETF | 517,622 | $10,476,669 | 6.29% | |
| 2. | Eldridge Aaa Clo Etf - ETF | 295,383 | $7,566,236 | 4.54% | |
| 3. | VCIT | 47,741 | $5,796,712 | 3.48% | |
| 4. | KRE | 63,616 | $5,590,574 | 3.36% | |
| 5. | Ishares Msci Emerging Markets Ex China Etf - ETF | 52,101 | $5,329,932 | 3.2% |
Hedge Fund Resource Center 
