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
$258M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$16.7M
3
+$3.63M
4
SSO icon
ProShares Ultra S&P500
SSO
+$3.11M
5
BPY
Brookfield Property Partners L.P. Limited Partnership Units
BPY
+$1.93M

Top Sells

1
+$36.1M
2
+$7.68M
3
+$3.13M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.09M
5
LXP icon
LXP Industrial Trust
LXP
+$1.72M

Sector Composition

1 Technology 19.82%
2 Real Estate 7.03%
3 Healthcare 6.55%
4 Communication Services 5.76%
5 Financials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 0.95%
31,713
+8,869
27
$2.42M 0.94%
24,643
-1,692
28
$2.31M 0.89%
107,118
-7,436
29
$1.96M 0.76%
18,603
+1,737
30
$1.93M 0.75%
+92,602
31
$1.87M 0.73%
277,289
-19,747
32
$1.76M 0.68%
17,857
+5,451
33
$1.75M 0.68%
372,393
-26,705
34
$1.75M 0.68%
26,182
+2,055
35
$1.73M 0.67%
4,658
+109
36
$1.64M 0.64%
+92,932
37
$1.64M 0.63%
49,534
+13,464
38
$1.58M 0.61%
13,135
+3,646
39
$1.55M 0.6%
+10,898
40
$1.52M 0.59%
9,714
+2,717
41
$1.51M 0.58%
52,222
-3,592
42
$1.43M 0.55%
7,287
+1,972
43
$1.38M 0.54%
14,776
+2,565
44
$1.35M 0.53%
80,938
-5,538
45
$1.34M 0.52%
94,581
-6,490
46
$1.33M 0.52%
+41,234
47
$1.31M 0.51%
5,349
+1,542
48
$1.22M 0.47%
20,367
-1,397
49
$1.22M 0.47%
30,218
-2,069
50
$1.18M 0.46%
11,962
+3,271
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