CCP
Cardan Capital Partners Portfolio holdings
AUM
$893M
This Quarter Return
+3.35%
1 Year Return
+22.82%
3 Year Return
+64.04%
5 Year Return
+96.7%
10 Year Return
–
AUM
$529M
AUM Growth
+$529M
(+5.6%)
Cap. Flow
+$21.5M
Cap. Flow
% of AUM
4.07%
Top 10 Holdings %
Top 10 Hldgs %
41.43%
Holding
128
New
11
Increased
92
Reduced
21
Closed
4
Top Buys
| 1 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$15.1M |
| 2 |
SPDR S&P International Small Cap ETF
GWX
|
$14.8M |
| 3 |
Invesco S&P 500 High Beta ETF
SPHB
|
$6.93M |
| 4 |
Vanguard Industrials ETF
VIS
|
$3.13M |
| 5 |
WisdomTree US SmallCap Dividend Fund
DES
|
$2.04M |
Top Sells
Sector Composition
| 1 | Technology | 3.33% |
| 2 | Consumer Discretionary | 2.73% |
| 3 | Communication Services | 2.27% |
| 4 | Industrials | 2.22% |
| 5 | Healthcare | 1.78% |
