CC

Cedar Capital Portfolio holdings

AUM $54.9M
1-Year Est. Return 33.3%
This Quarter Est. Return
1 Year Est. Return
+33.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$448M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$79.4M
2
+$77.8M
3
+$75.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$61.3M
5
SPSM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 0.57%
+258,869
27
$2.41M 0.54%
+93,895
28
$2.16M 0.48%
+44,516
29
$1.9M 0.43%
+25,972
30
$1.83M 0.41%
+48,160
31
$1.8M 0.4%
+80,994
32
$1.59M 0.36%
+46,712
33
$1.44M 0.32%
+12,854
34
$1.44M 0.32%
+43,038
35
$1.41M 0.32%
+36,260
36
$1.41M 0.31%
+36,503
37
$1.36M 0.3%
+58,058
38
$1.32M 0.29%
+15,663
39
$1.27M 0.28%
+9,230
40
$1.18M 0.26%
+4,845
41
$1.16M 0.26%
+142,540
42
$1.05M 0.23%
+20,452
43
$803K 0.18%
+9,140
44
$741K 0.17%
+6,045
45
$722K 0.16%
+10,022
46
$668K 0.15%
+6,410
47
$664K 0.15%
+5,050
48
$555K 0.12%
+5,256
49
$511K 0.11%
+4,653
50
$502K 0.11%
+6,522
1
2
3