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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
+6.4%
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
$797M
AUM Growth
-$3.7M
Cap. Flow
-$44.4M
Cap. Flow %
-5.56%
Top 10 Hldgs %
40.49%
Holding
261
New
17
Increased
60
Reduced
107
Closed
61

Sector Composition

Rank Sector Weight
1 Financials 6.84%
2 Technology 6.53%
3 Consumer Discretionary 4.76%
4 Healthcare 3.23%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.01T
$72.4M 9.07%
192,416
+10,271
+6% +$3.77M
VTV icon
2
Vanguard Morningstar Value ETF
VTV
$191B
$46.4M 5.82%
335,959
+433
+0.1% +$60.8K
VUG icon
3
Vanguard Morningstar Growth ETF
VUG
$230B
$32.2M 4.03%
773,574
+6,960
+0.9% +$271K
VOE icon
4
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24B
$30.3M 3.8%
226,075
-984
-0.4% -$137K
AAPL icon
5
Apple
AAPL
$4.52T
$28.5M 3.57%
172,725
-28,479
-14% -$4.2M
VONV icon
6
Vanguard Russell 1000 Value ETF
VONV
$21.1B
$25.2M 3.16%
377,394
+573
+0.2% +$38.8K
VCSH icon
7
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$25.1M 3.15%
329,502
+3,539
+1% +$268K
SPY icon
8
State Street SPDR S&P 500 ETF Trust
SPY
$821B
$23.1M 2.9%
56,482
-5,726
-9% -$2.28M
IVE icon
9
iShares S&P 500 Value ETF
IVE
$49.8B
$23M 2.88%
151,473
-1,049
-0.7% -$159K
VOT icon
10
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20B
$16.7M 2.1%
85,906
-403
-0.5% -$77.2K
VO icon
11
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$15.6M 1.96%
296,692
+1,456
+0.5% +$77.5K
MSFT icon
12
Microsoft
MSFT
$3.66T
$14.7M 1.84%
50,931
-3,995
-7% -$1.02M
IEFA icon
13
iShares Core MSCI EAFE ETF
IEFA
$194B
$14.6M 1.83%
218,319
+6,918
+3% +$454K
IWF icon
14
iShares Russell 1000 Growth ETF
IWF
$127B
$13.7M 1.72%
224,588
+8,516
+4% +$491K
LMBS icon
15
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.37B
$13.2M 1.66%
276,322
+7,112
+3% +$340K
VONG icon
16
Vanguard Russell 1000 Growth ETF
VONG
$44.9B
$12.3M 1.54%
195,006
+1,355
+0.7% +$80.3K
IEMG icon
17
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$12.2M 1.53%
249,713
+115,203
+86% +$5.65M
SMMU icon
18
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.15B
$11.6M 1.45%
232,934
-31,876
-12% -$1.58M
JMUB icon
19
JPMorgan Municipal ETF
JMUB
$8.44B
$11M 1.38%
216,846
-30,770
-12% -$1.55M
HYS icon
20
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.75B
$11M 1.37%
120,019
+5,251
+5% +$476K
GOOGL icon
21
Alphabet (Google) Class A
GOOGL
$4.62T
$9.73M 1.22%
93,847
+2,330
+3% +$224K
BIZD icon
22
VanEck BDC Income ETF
BIZD
$1.64B
$9.43M 1.18%
635,955
+19,600
+3% +$294K
AMZN icon
23
Amazon
AMZN
$2.99T
$8.28M 1.04%
80,184
+2,109
+3% +$204K
IJR icon
24
iShares Core S&P Small-Cap ETF
IJR
$113B
$8.21M 1.03%
84,940
-1,347
-2% -$135K
ITM icon
25
VanEck Intermediate Muni ETF
ITM
$2.14B
$8.03M 1.01%
172,796
+78,394
+83% +$3.61M

Similar funds

Condor Capital Management's Q1 2023 Portfolio in Review

As of Q1 2023, Condor Capital Management held 261 positions worth $797M, down 0.46% from $801M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Condor Capital Management withdrew a net $44.4M in Q1 2023, closing 61 positions and reducing 107 holdings. Its most notable exit was State Street SPDR Nuveen ICE Short Term Municipal Bond ETF, an estimated $5.18M position sold in full.

By sector, the portfolio is most concentrated in Financials at 6.8% of assets, down from 7.2% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Condor Capital Management opened a new position in iShares Semiconductor ETF worth $1.3M.

  • Condor Capital Management's largest Q1 2023 buy was iShares Semiconductor ETF: 8,742 shares worth $1.3M.
  • Condor Capital Management added most to iShares Core MSCI Emerging Markets ETF in Q1 2023, an estimated $5.65M increase.
  • Condor Capital Management's biggest Q1 2023 reduction was Johnson & Johnson, cutting an estimated $6.48M.
  • Condor Capital Management fully exited State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2023, selling an estimated $5.18M.
  • Condor Capital Management's ten largest holdings make up 40% of its $797M portfolio in Q1 2023.
  • Condor Capital Management opened 17 new positions and closed 61 in Q1 2023.
  • Condor Capital Management's portfolio value fell 0.46% quarter-over-quarter to $797M.

Based on Condor Capital Management's 13F filing for Q1 2023, filed 10 May 2023.