CCP

Cardan Capital Partners Portfolio holdings

AUM $893M
1-Year Est. Return 22.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$618M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$11.8M
3
+$10.6M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$9.42M
5
SMDV icon
ProShares Russell 2000 Dividend Growers ETF
SMDV
+$9.09M

Top Sells

1
+$15.3M
2
+$15.3M
3
+$14.1M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.1M
5
IFLN
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
+$11.9M

Sector Composition

1 Technology 4.59%
2 Consumer Discretionary 3.08%
3 Communication Services 2.88%
4 Industrials 2.57%
5 Financials 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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