CPA
Cardiff Park Advisors Portfolio holdings
AUM
$1.16B
1-Year Est. Return
21.39%
1 Year Est. Return
+21.39%
AUM
$1.03B
AUM Growth
-$14.9M
(-1.4%)
Holding
352
Top Buys
| 1 | +$7.36M | |
| 2 | +$3.59M | |
| 3 | +$3.1M | |
| 4 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$1.63M |
| 5 |
Dimensional World Equity ETF
DFAW
|
+$1.12M |
Top Sells
| 1 | +$3.28M | |
| 2 | +$1.89M | |
| 3 | +$1.62M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.27M |
| 5 |
Kulicke & Soffa
KLIC
|
+$1.17M |
Sector Composition
| 1 | Communication Services | 12.51% |
| 2 | Technology | 5.57% |
| 3 | Financials | 2.13% |
| 4 | Consumer Discretionary | 1.59% |
| 5 | Energy | 1.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
PayPal
PYPL
$66.7B
| – | – |
-2,918
|
|
||
352
Teradyne
TER
$23B
| – | – |
-15,000
|
|