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
$401M
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$7.36M
3
+$6.89M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$6.81M
5
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$6.58M

Top Sells

1
+$8.48M
2
+$3.84M
3
+$3.76M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.33M
5
VLML
DIREXION SHS ETF TR VALUE LINE LARGE & MID CAP HIGH DIVID
VLML
+$3.1M

Sector Composition

1 Consumer Discretionary 3.87%
2 Technology 2.75%
3 Healthcare 2.43%
4 Communication Services 1.76%
5 Financials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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115
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