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
$228M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$26M
3
+$4.2M
4
GGP
GGP Inc.
GGP
+$2.47M
5
VER
VEREIT, Inc.
VER
+$2.43M

Top Sells

1
+$28.9M
2
+$28.8M
3
+$6.62M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$5.5M
5
MVV icon
ProShares Ultra MidCap400
MVV
+$5.47M

Sector Composition

1 Real Estate 16.5%
2 Energy 5.95%
3 Financials 4.35%
4 Technology 2.35%
5 Consumer Staples 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 0.8%
184,468
-26,903
27
$1.7M 0.74%
51,088
-6,382
28
$1.24M 0.54%
10,586
+382
29
$974K 0.43%
22,505
-3,582
30
$684K 0.3%
18,984
-8,024
31
$557K 0.24%
10,735
+4,755
32
$536K 0.23%
5,713
+968
33
$528K 0.23%
3,500
-895
34
$527K 0.23%
7,641
-3,335
35
$520K 0.23%
10,365
+1,624
36
$517K 0.23%
2,786
+433
37
$500K 0.22%
11,566
+779
38
$441K 0.19%
5,918
+360
39
$435K 0.19%
3,583
+281
40
$433K 0.19%
4,085
-2,250
41
$432K 0.19%
2,939
+470
42
$429K 0.19%
9,220
-3,100
43
$408K 0.18%
4,599
+1,191
44
$401K 0.18%
3,246
+386
45
$398K 0.17%
3,635
+73
46
$393K 0.17%
8,640
-5,680
47
$385K 0.17%
7,960
-4,660
48
$377K 0.17%
7,033
+716
49
$348K 0.15%
5,244
+706
50
$339K 0.15%
2,399
+261
1
2
3 4 5