CPCP
Cedar Point Capital Partners Portfolio holdings
AUM
$142M
This Quarter Return
-0.19%
1 Year Return
+11.36%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(+0.84%)
Cap. Flow
+$2.27M
Cap. Flow
% of AUM
1.52%
Top 10 Holdings %
Top 10 Hldgs %
58.5%
Holding
62
New
–
Increased
50
Reduced
8
Closed
–
Top Buys
Top Sells
| 1 |
SPDR Gold MiniShares Trust
GLDM
|
$93K |
| 2 |
Microsoft
MSFT
|
$39.8K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$21.2K |
| 4 |
NextEra Energy, Inc.
NEE
|
$20.8K |
| 5 |
Alliant Energy
LNT
|
$5.41K |
Sector Composition
| 1 | Technology | 2.07% |
| 2 | Financials | 0.99% |
| 3 | Industrials | 0.71% |
| 4 | Consumer Staples | 0.59% |
| 5 | Communication Services | 0.44% |
