CCP

Cardan Capital Partners Portfolio holdings

AUM $893M
1-Year Est. Return 22.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$833M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$18.8M
3
+$13M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$12.8M
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$11.4M

Top Sells

1
+$30.4M
2
+$28.2M
3
+$26.8M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$18.1M
5
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$17.4M

Sector Composition

1 Technology 11.45%
2 Consumer Discretionary 5.09%
3 Communication Services 3.62%
4 Healthcare 2.78%
5 Financials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
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