Wunderlich Capital Managemnt Fund Performance

	Fund	Portfolio Manager	Performance 24Q2	AUM	# of Holdings	Performance Rank	Allocation
	Wunderlich Capital Managemnt	Wunderlich Capital Managemnt	4.60%	$223975000	105

Top Holdings Performance History

Wunderlich Capital Managemnt Holdings Map

Top 50 Wunderlich Capital Managemnt Holdings

Trade Value: Δ in % of Portf:

% of Portfolio:

Stock	Company Name	% of Portfolio	Δ % of Portf	Shares Owned	Calls/Puts	Value Owned	Trade Value	Latest Activity	Ownership Hist	Net Ownership Hist	Average Buy Price	Price History	Sector	Date

Largest Stock Buys since Q2 2024:

Stock	Company Name	% of Portfolio	Δ % of Portf	Shares Owned	Calls/Puts	Value Owned	Trade Value	Latest Activity	Ownership Hist	Net Ownership Hist	Average Buy Price	Price History	Date

Largest Stock Sells since Q2 2024:

Stock	Company Name	% of Portfolio	Δ % of Portf	Shares Owned	Calls/Puts	Value Owned	Trade Value	Latest Activity	Ownership Hist	Net Ownership Hist	Average Buy Price	Price History	Date

Portfolio Structure

Sector Allocation over time

Wunderlich Capital Managemnt Performance History

Performance Metric	3-Year Annualized Return	3-Year Cumulative Return	Compared to other Funds

Performance vs S&P500

Performance compared to other Funds

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