CCP
Cardan Capital Partners Portfolio holdings
AUM
$893M
1-Year Return
22.82%
This Quarter Return
+8%
1 Year Return
+22.82%
3 Year Return
+64.04%
5 Year Return
+96.7%
10 Year Return
–
AUM
$753M
AUM Growth
+$53.5M
(+7.7%)
Cap. Flow
+$8.94M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
31.98%
Holding
244
New
12
Increased
82
Reduced
84
Closed
8
Top Buys
| 1 |
Cambria Tail Risk ETF
TAIL
|
$10.5M |
| 2 |
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
|
$10.1M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$3.91M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$3.7M |
| 5 |
NVIDIA
NVDA
|
$2.56M |
Top Sells
Sector Composition
| 1 | Technology | 11.13% |
| 2 | Consumer Discretionary | 4.22% |
| 3 | Communication Services | 3.58% |
| 4 | Industrials | 2.63% |
| 5 | Financials | 2.18% |
