CCP
Cardan Capital Partners Portfolio holdings
AUM
$893M
This Quarter Return
+1.05%
1 Year Return
+22.82%
3 Year Return
+64.04%
5 Year Return
+96.7%
10 Year Return
–
AUM
$698M
AUM Growth
+$698M
(+6.1%)
Cap. Flow
+$34.6M
Cap. Flow
% of AUM
4.95%
Top 10 Holdings %
Top 10 Hldgs %
33.92%
Holding
191
New
24
Increased
106
Reduced
32
Closed
6
Top Buys
| 1 |
Invesco S&P MidCap Momentum ETF
XMMO
|
$5.43M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.71M |
| 3 |
Mastercard
MA
|
$1.55M |
| 4 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$1.36M |
| 5 |
Expedia Group
EXPE
|
$1.3M |
Top Sells
Sector Composition
| 1 | Technology | 4.45% |
| 2 | Consumer Discretionary | 3.62% |
| 3 | Communication Services | 2.99% |
| 4 | Industrials | 2.53% |
| 5 | Financials | 2.22% |
