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
$261M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$5.17M
3
+$2.44M
4
SPOT icon
Spotify
SPOT
+$2.26M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$2.18M

Top Sells

1
+$5.76M
2
+$5M
3
+$4.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.82M
5
PYPL icon
PayPal
PYPL
+$3.35M

Sector Composition

1 Technology 36.36%
2 Communication Services 9.82%
3 Healthcare 9.75%
4 Financials 6.3%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.24M 1.24%
35,387
+2,899
27
$3.2M 1.23%
30,518
+3,537
28
$3.18M 1.22%
3,223
+548
29
$3.11M 1.19%
20,871
+622
30
$2.96M 1.13%
25,611
-8,963
31
$2.85M 1.09%
50,070
+6,652
32
$2.66M 1.02%
109,572
+89,832
33
$2.44M 0.94%
+84,535
34
$2.41M 0.92%
14,145
+2,492
35
$2.34M 0.9%
19,819
+1,029
36
$2.3M 0.88%
11,795
+1,615
37
$2.28M 0.87%
19,088
-1,383
38
$2.27M 0.87%
24,812
+1,731
39
$2.27M 0.87%
23,641
+3,394
40
$2.27M 0.87%
11,418
+1,769
41
$2.26M 0.87%
+8,747
42
$2.17M 0.83%
11,572
+1,698
43
$2.14M 0.82%
91,220
+10,485
44
$2.13M 0.82%
5,887
+202
45
$2.12M 0.81%
+12,331
46
$2.11M 0.81%
19,066
+1,142
47
$2.07M 0.79%
7,093
+1,198
48
$2.06M 0.79%
28,930
+4,780
49
$2.02M 0.78%
67,938
+12,864
50
$1.99M 0.76%
52,020
+7,068
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