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
$611M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.88M
3
+$1.09M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$527K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$468K

Top Sells

1
+$9.38M
2
+$486K
3
+$429K
4
GD icon
General Dynamics
GD
+$310K
5
GURU icon
Global X Guru Index ETF
GURU
+$307K

Sector Composition

1 Technology 4.04%
2 Consumer Discretionary 2.97%
3 Communication Services 2.94%
4 Industrials 2.32%
5 Financials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.34M 0.55%
11,512
+11
52
$3.25M 0.53%
29,780
+598
53
$3.23M 0.53%
11,921
+362
54
$3.17M 0.52%
292,668
+414
55
$3.11M 0.51%
18,042
+142
56
$3.06M 0.5%
43,205
-45
57
$3.06M 0.5%
40,100
58
$2.88M 0.47%
29,498
-41
59
$2.75M 0.45%
30,613
-430
60
$2.68M 0.44%
32,125
+358
61
$2.59M 0.42%
45,356
-593
62
$2.57M 0.42%
22,129
-15
63
$2.4M 0.39%
69,547
-197
64
$2.32M 0.38%
72,832
+133
65
$2.24M 0.37%
75,682
-1,932
66
$2.23M 0.37%
129,385
+4,358
67
$2.17M 0.36%
8,945
+41
68
$2.16M 0.35%
22,062
-596
69
$2.15M 0.35%
80,801
70
$2.1M 0.34%
17,500
-32
71
$2.09M 0.34%
33,510
-886
72
$2.08M 0.34%
60,699
-1,599
73
$1.94M 0.32%
14,778
-3
74
$1.82M 0.3%
41,652
-40
75
$1.77M 0.29%
21,178
+860
1 2
3
4 5