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
$217M
AUM Growth
+$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$3.98M
3
+$3.15M
4
UBER icon
Uber
UBER
+$2.3M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$1.53M

Top Sells

1
+$12.9M
2
+$10.4M
3
+$7.07M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.17M
5
MSFT icon
Microsoft
MSFT
+$1.81M

Sector Composition

1 Technology 24.35%
2 Healthcare 12.7%
3 Communication Services 7.63%
4 Industrials 6.05%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 0.91%
35,694
+4,970
27
$1.97M 0.91%
7,519
-753
28
$1.88M 0.86%
5,690
-3,435
29
$1.86M 0.86%
17,340
+2,204
30
$1.81M 0.83%
50,104
+3,287
31
$1.76M 0.81%
10,330
-1,348
32
$1.76M 0.81%
12,872
+1,784
33
$1.68M 0.77%
5,633
-4,366
34
$1.65M 0.76%
10,430
-11,505
35
$1.65M 0.76%
15,208
-6,558
36
$1.64M 0.75%
5,020
+383
37
$1.59M 0.73%
26,605
+3,318
38
$1.58M 0.73%
49,165
+10,395
39
$1.56M 0.72%
39,399
+5,103
40
$1.54M 0.71%
46,173
-2,680
41
$1.51M 0.7%
11,119
+2,116
42
$1.51M 0.69%
16,016
+1,702
43
$1.5M 0.69%
8,467
+940
44
$1.49M 0.68%
8,213
+690
45
$1.48M 0.68%
19,857
+3,653
46
$1.45M 0.67%
9,704
+1,868
47
$1.42M 0.66%
4,398
-3,506
48
$1.42M 0.65%
36,810
+8,046
49
$1.38M 0.64%
22,083
+5,596
50
$1.36M 0.62%
8,249
+2,228
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