CC
Cedar Capital Portfolio holdings
AUM
$54.9M
This Quarter Return
-1.2%
1 Year Return
+33.3%
3 Year Return
+97.96%
5 Year Return
+155.63%
10 Year Return
–
AUM
$54.9M
AUM Growth
+$54.9M
(-5.1%)
Cap. Flow
-$2.35M
Cap. Flow
% of AUM
-4.28%
Top 10 Holdings %
Top 10 Hldgs %
51.07%
Holding
58
New
5
Increased
23
Reduced
24
Closed
4
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.58M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.28M |
| 3 |
ProShares Ultra MidCap400
MVV
|
$1.08M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$653K |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$439K |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$3.68M |
| 2 |
Vanguard Long-Term Treasury ETF
VGLT
|
$1.72M |
| 3 |
iShares MSCI Australia ETF
EWA
|
$851K |
| 4 |
CrowdStrike
CRWD
|
$695K |
| 5 |
iShares MSCI Germany ETF
EWG
|
$615K |
Sector Composition
| 1 | Consumer Discretionary | 0.52% |
| 2 | Technology | 0% |
