CCP
Cardan Capital Partners Portfolio holdings
AUM
$893M
This Quarter Return
+8%
1 Year Return
+22.82%
3 Year Return
+64.04%
5 Year Return
+96.7%
10 Year Return
–
AUM
$753M
AUM Growth
+$753M
(+7.7%)
Cap. Flow
+$21.8M
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
31.98%
Holding
244
New
12
Increased
83
Reduced
82
Closed
8
Top Buys
| 1 |
Cambria Tail Risk ETF
TAIL
|
$10.5M |
| 2 |
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
|
$10.1M |
| 3 |
Apple
AAPL
|
$9.85M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$3.91M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$3.7M |
Top Sells
Sector Composition
| 1 | Technology | 11.13% |
| 2 | Consumer Discretionary | 4.22% |
| 3 | Communication Services | 3.58% |
| 4 | Industrials | 2.63% |
| 5 | Financials | 2.18% |
