CPCP
Cedar Point Capital Partners Portfolio holdings
AUM
$142M
This Quarter Return
+5.39%
1 Year Return
+11.36%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+8.9%)
Cap. Flow
+$5.32M
Cap. Flow
% of AUM
3.65%
Top 10 Holdings %
Top 10 Hldgs %
59.59%
Holding
64
New
10
Increased
29
Reduced
18
Closed
2
Top Buys
| 1 |
SPDR Gold MiniShares Trust
GLDM
|
$5.09M |
| 2 |
JPMorgan Core Plus Bond ETF
JCPB
|
$1.18M |
| 3 |
iShares Gold Trust Micro
IAUM
|
$590K |
| 4 |
Fidelity Low Duration Bond Factor ETF
FLDR
|
$319K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$299K |
Top Sells
Sector Composition
| 1 | Technology | 2.28% |
| 2 | Financials | 0.7% |
| 3 | Industrials | 0.65% |
| 4 | Consumer Staples | 0.64% |
| 5 | Utilities | 0.44% |
