CPCP
Cedar Point Capital Partners Portfolio holdings
AUM
$142M
This Quarter Return
+8.86%
1 Year Return
+11.36%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
–
Cap. Flow
+$121M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.49%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$9.12M |
| 2 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$9.08M |
| 3 |
Vanguard US Quality Factor ETF
VFQY
|
$8.9M |
| 4 |
Dimensional US Equity ETF
DFUS
|
$8.57M |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
$8.01M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2% |
| 2 | Industrials | 0.97% |
| 3 | Consumer Staples | 0.62% |
| 4 | Financials | 0.61% |
| 5 | Communication Services | 0.18% |
