CPA

Cardiff Park Advisors Portfolio holdings

AUM $1.3B
1-Year Est. Return 23.33%
This Quarter Est. Return
1 Year Est. Return
+23.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$6.06M
3
+$6M
4
AMAT icon
Applied Materials
AMAT
+$3.16M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.53M

Top Sells

1
+$1.96M
2
+$864K
3
+$782K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$736K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$622K

Sector Composition

1 Communication Services 15.53%
2 Technology 5.7%
3 Financials 1.67%
4 Consumer Discretionary 1.56%
5 Energy 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
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