CC
Cedar Capital Portfolio holdings
AUM
$54.9M
1-Year Return
33.3%
This Quarter Return
+2.1%
1 Year Return
+33.3%
3 Year Return
+97.96%
5 Year Return
+155.63%
10 Year Return
–
AUM
$448M
AUM Growth
–
Cap. Flow
+$448M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.37%
Holding
75
New
75
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$79.4M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$77.8M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$75.1M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$61.3M |
| 5 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$14.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 16.22% |
| 2 | Energy | 0.85% |
| 3 | Communication Services | 0.85% |
| 4 | Technology | 0.61% |
| 5 | Consumer Staples | 0.33% |
