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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
$513M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$14.4M
3
+$5.67M
4
MMTM icon
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
+$5.48M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$3.61M

Top Sells

1
+$15.5M
2
+$5.93M
3
+$5.77M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$3.58M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.39M

Sector Composition

1 Technology 2.91%
2 Consumer Discretionary 2.56%
3 Industrials 2.14%
4 Communication Services 1.95%
5 Healthcare 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.97M 1.16%
99,325
-1,160
27
$5.8M 1.13%
121,300
-6,656
28
$5.73M 1.12%
+114,583
29
$5.53M 1.08%
+54,502
30
$5.33M 1.04%
105,548
+10,969
31
$5.23M 1.02%
176,490
+3,837
32
$4.93M 0.96%
271,146
-4,863
33
$4.6M 0.9%
42,004
+1,502
34
$4.59M 0.89%
89,381
-66,216
35
$4.47M 0.87%
224,912
-12,235
36
$4.39M 0.86%
172,728
-9,455
37
$4.29M 0.83%
137,426
+12,858
38
$3.94M 0.77%
43,068
-686
39
$3.84M 0.75%
28,170
-450
40
$3.69M 0.72%
136,548
+18,112
41
$3.67M 0.72%
33,355
-4,083
42
$3.61M 0.7%
+89,838
43
$3.58M 0.7%
127,988
+2,176
44
$3.58M 0.7%
25,189
-454
45
$3.57M 0.7%
31,236
+3,251
46
$3.57M 0.7%
38,262
+2,800
47
$3.55M 0.69%
6,224
-110
48
$3.32M 0.65%
142,500
-3,080
49
$3.28M 0.64%
59,169
-1,293
50
$3.2M 0.62%
29,333
-751
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