CPA

Cardiff Park Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 23.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$659M
AUM Growth
-$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$9.39M
3
+$5.38M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.02M

Top Sells

1
+$4.18M
2
+$2.68M
3
+$2.58M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.67M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.06M

Sector Composition

1 Communication Services 8.59%
2 Technology 6.92%
3 Consumer Discretionary 1.77%
4 Healthcare 1.4%
5 Financials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
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