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
76
$349K 0.15%
+9,045
77
$341K 0.15%
+13,291
78
$313K 0.13%
+13,466
79
$312K 0.13%
+24,767
80
$85K 0.04%
+1,476