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
$226M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$3.71M
3
+$3.48M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.83M
5
KIM icon
Kimco Realty
KIM
+$1.47M

Top Sells

1
+$22.3M
2
+$2.75M
3
+$2.2M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.91M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.9M

Sector Composition

1 Technology 14.65%
2 Real Estate 8.81%
3 Financials 5.81%
4 Communication Services 5.75%
5 Healthcare 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.85%
23,191
+7,605
27
$1.92M 0.85%
15,995
-185,860
28
$1.92M 0.85%
25,098
+9,703
29
$1.88M 0.83%
14,002
+3,560
30
$1.87M 0.83%
399,098
-53,068
31
$1.8M 0.8%
22,844
+8,809
32
$1.79M 0.79%
16,866
+3,710
33
$1.72M 0.76%
197,081
-25,727
34
$1.7M 0.75%
8,301
+3,700
35
$1.6M 0.71%
55,814
-7,319
36
$1.53M 0.67%
4,549
+1,334
37
$1.52M 0.67%
200,340
-26,269
38
$1.51M 0.67%
24,127
+7,724
39
$1.5M 0.66%
47,605
-6,268
40
$1.47M 0.65%
+86,476
41
$1.47M 0.65%
101,071
-13,212
42
$1.34M 0.59%
9,489
+3,880
43
$1.31M 0.58%
36,070
+13,249
44
$1.3M 0.57%
32,287
-8,414
45
$1.28M 0.57%
21,764
-2,844
46
$1.27M 0.56%
34,275
-4,469
47
$1.21M 0.53%
27,589
+12,034
48
$1.18M 0.52%
57,747
-7,579
49
$1.13M 0.5%
6,648
-870
50
$1.09M 0.48%
35,296
-4,644
1
2
3 4 5