CCP

Cunning Capital Partners Portfolio holdings

AUM $192M
1-Year Est. Return 54.6%
This Quarter Est. Return
1 Year Est. Return
+54.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$2.3M
2 +$245K

Top Sells

1 +$3.01M
2 +$442K
3 +$357K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$250K

Sector Composition

1 Technology 37.29%
2 Communication Services 17.41%
3 Financials 10.97%
4 Consumer Discretionary 9.31%
5 Healthcare 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IT icon
51
Gartner
IT
$18.8B
$1.3M 0.68%
3,217
SHV icon
52
iShares Short Treasury Bond ETF
SHV
$20.7B
$1.1M 0.58%
10,000
-4,000
VCSH icon
53
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$306K 0.16%
3,850
-3,150
PFF icon
54
iShares Preferred and Income Securities ETF
PFF
$14.5B
$245K 0.13%
+8,000
UNH icon
55
UnitedHealth
UNH
$309B
-5,747