CCP

Cardan Capital Partners Portfolio holdings

AUM $893M
1-Year Est. Return 22.82%
This Quarter Est. Return
1 Year Est. Return
+22.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$9.77M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$9.56M
5
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$9.4M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 4.34%
2 Healthcare 3.07%
3 Technology 2.87%
4 Financials 2.58%
5 Industrials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 1.22%
+25,621
27
$2.86M 1.22%
+44,332
28
$2.72M 1.16%
+32,286
29
$2.71M 1.16%
+20,165
30
$2.62M 1.12%
+30,145
31
$2.59M 1.11%
+54,049
32
$2.46M 1.05%
+68,010
33
$2.41M 1.03%
+7,858
34
$2.38M 1.02%
+119,568
35
$2.17M 0.93%
+17,685
36
$2.12M 0.91%
+33,941
37
$2.07M 0.88%
+31,338
38
$1.98M 0.85%
+18,361
39
$1.94M 0.83%
+17,508
40
$1.91M 0.82%
+22,757
41
$1.87M 0.8%
+15,494
42
$1.86M 0.79%
+17,017
43
$1.83M 0.78%
+41,174
44
$1.82M 0.78%
+71,666
45
$1.81M 0.77%
+46,098
46
$1.79M 0.77%
+36,353
47
$1.77M 0.76%
+101,249
48
$1.76M 0.75%
+14,136
49
$1.69M 0.72%
+20,717
50
$1.67M 0.71%
+13,343
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