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
$54.9M
AUM Growth
-$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2.03M
3
+$1.76M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$975K
5
MVV icon
ProShares Ultra MidCap400
MVV
+$964K

Top Sells

1
+$9.37M
2
+$8.82M
3
+$6.98M
4
V icon
Visa
V
+$6.27M
5
XYZ
Block Inc
XYZ
+$6.21M

Sector Composition

1 Technology 1.07%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$516K 0.94%
7,126
-807
27
$515K 0.94%
4,541
-386
28
$514K 0.94%
3,196
-346
29
$508K 0.93%
5,733
-933
30
$505K 0.92%
7,489
-481
31
$505K 0.92%
8,047
-704
32
$478K 0.87%
12,617
-3,175
33
$462K 0.84%
+13,677
34
$459K 0.84%
19,166
-27,730
35
$459K 0.84%
13,799
-18,480
36
$377K 0.69%
7,515
-1,274
37
$369K 0.67%
3,853
+68
38
$333K 0.61%
2,612
-410
39
$327K 0.6%
3,746
-615
40
$259K 0.47%
8,074
-785
41
$257K 0.47%
+8,412
42
$254K 0.46%
8,168
-462
43
$253K 0.46%
4,568
-194
44
$251K 0.46%
2,614
-22,429
45
$244K 0.44%
+2,765
46
$217K 0.4%
+6,050
47
– –
-6,403
48
– –
-7,924
49
– –
-2,851
50
– –
-33,499
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