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CCM

Condor Capital Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 13.18%
This Fund
S&P 500
This Quarter Est. Return
+2.08%
1 Year Est. Return
+13.18%
3 Year Est. Return
+47.3%
5 Year Est. Return
+49.01%
10 Year Est. Return
+193.27%
AUM
$265M
AUM Growth
Cap. Flow
+$266M
Cap. Flow %
100.54%
Top 10 Hldgs %
32.97%
Holding
162
New
162
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 7.92%
2 Consumer Discretionary 7.35%
3 Healthcare 5.79%
4 Technology 5.74%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VYM icon
1
Vanguard High Dividend Yield ETF
VYM
$81.4B
$13.9M 5.23%
+245,863
New +$13.9M
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$806B
$11.6M 4.37%
+72,186
New +$11.6M
VUG icon
3
Vanguard Morningstar Growth ETF
VUG
$225B
$11M 4.16%
+846,102
New +$11.2M
VOE icon
4
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.8B
$9.96M 3.76%
+145,036
New +$9.95M
RPV icon
5
Invesco S&P 500 Pure Value ETF
RPV
$1.67B
$9.73M 3.68%
+239,344
New +$9.58M
VB icon
6
Vanguard Morningstar Small-Cap ETF
VB
$80.7B
$6.44M 2.43%
+68,701
New +$6.36M
IEMG icon
7
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$6.37M 2.4%
+138,302
New +$6.84M
IJR icon
8
iShares Core S&P Small-Cap ETF
IJR
$111B
$6.22M 2.35%
+137,788
New +$6.1M
VOT icon
9
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.6B
$6.13M 2.31%
+78,406
New +$6.11M
FNX icon
10
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.39B
$6.02M 2.27%
+142,440
New +$6.01M
PWV icon
11
Invesco Large Cap Value ETF
PWV
$1.71B
$5.24M 1.98%
+207,075
New +$5.25M
VONV icon
12
Vanguard Russell 1000 Value ETF
VONV
$20.9B
$5.23M 1.97%
+143,890
New +$5.24M
AAPL icon
13
Apple
AAPL
$4.46T
$4.91M 1.86%
+346,976
New +$5.34M
SCHF icon
14
Schwab International Equity ETF
SCHF
$67.1B
$4.69M 1.77%
+344,506
New +$4.88M
JNJ icon
15
Johnson & Johnson
JNJ
$613B
$4.66M 1.76%
+54,282
New +$4.61M
MDD
16
DELISTED
SPDR S&P INTERNATIONAL MID CAP ETF
MDD
$4.48M 1.69%
+150,374
New +$4.65M
RPG icon
17
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$3.99M 1.51%
+344,570
New +$3.97M
GOOG icon
18
Alphabet (Google) Class C
GOOG
$4.56T
$3.08M 1.16%
+140,284
New +$2.97M
IBM icon
19
IBM
IBM
$213B
$2.88M 1.09%
+15,752
New +$3.07M
QCOM icon
20
Qualcomm
QCOM
$159B
$2.63M 0.99%
+43,086
New +$2.75M
VDC icon
21
Vanguard Consumer Staples ETF
VDC
$7.95B
$2.55M 0.96%
+24,985
New +$2.58M
DEM icon
22
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.92B
$2.53M 0.96%
+52,401
New +$2.81M
MDY icon
23
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.7B
$2.32M 0.87%
+11,026
New +$2.33M
XBI icon
24
State Street SPDR S&P Biotech ETF
XBI
$9.62B
$2.29M 0.87%
+66,009
New +$2.32M
BBBY
25
DELISTED
Bed Bath & Beyond Inc
BBBY
$2.26M 0.85%
+31,892
New +$2.17M

Similar funds

Condor Capital Management's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Condor Capital Management, which disclosed 162 positions worth $265M. Its ten largest holdings account for 33% of the portfolio.

Its largest position is Vanguard High Dividend Yield ETF: 245,863 shares worth $13.9M.

By sector, the portfolio is most concentrated in Financials at 7.9% of assets, followed by Consumer Discretionary and Healthcare.

  • Condor Capital Management's largest Q2 2013 buy was Vanguard High Dividend Yield ETF: 245,863 shares worth $13.9M.
  • Condor Capital Management's ten largest holdings make up 33% of its $265M portfolio in Q2 2013.
  • Condor Capital Management disclosed 162 positions in Q2 2013, its first 13F filing on record.

Based on Condor Capital Management's 13F filing for Q2 2013, filed 6 Aug 2013.