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
$602M
AUM Growth
-$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$20M
3
+$19.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$18.8M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$17.3M

Top Sells

1
+$36.7M
2
+$21.9M
3
+$18M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$17.4M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$15.8M

Sector Composition

1 Technology 6.19%
2 Communication Services 3.28%
3 Consumer Discretionary 2.9%
4 Industrials 2.28%
5 Financials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
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