CCP
Cardan Capital Partners Portfolio holdings
AUM
$893M
This Quarter Return
+2.36%
1 Year Return
+22.82%
3 Year Return
+64.04%
5 Year Return
+96.7%
10 Year Return
–
AUM
$234M
AUM Growth
–
Cap. Flow
+$234M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.05%
Holding
80
New
80
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$10.1M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$10.1M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$9.77M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$9.56M |
| 5 |
ALPS Sector Dividend Dogs ETF
SDOG
|
$9.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 4.34% |
| 2 | Healthcare | 3.07% |
| 3 | Technology | 2.87% |
| 4 | Financials | 2.58% |
| 5 | Industrials | 1.8% |
