CPA

Cardiff Park Advisors Portfolio holdings

AUM $1.16B
1-Year Est. Return 21.39%
This Quarter Est. Return
1 Year Est. Return
+21.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$758M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 15.39%
2 Technology 8.18%
3 Consumer Discretionary 2.34%
4 Financials 1.51%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$5K ﹤0.01%
+225
302
$5K ﹤0.01%
+66
303
$4K ﹤0.01%
+150
304
$4K ﹤0.01%
+50
305
$2K ﹤0.01%
+20
306
$1K ﹤0.01%
+9