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
$56.9M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.03M
3
+$789K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$712K
5
EWG icon
iShares MSCI Germany ETF
EWG
+$649K

Top Sells

1
+$1.36M
2
+$909K
3
+$740K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$678K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$655K

Sector Composition

1 Technology 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$506K 0.89%
3,161
-369
27
$505K 0.89%
2,766
28
$484K 0.85%
4,918
-815
29
$480K 0.84%
6,091
-1,035
30
$478K 0.84%
2,846
-350
31
$477K 0.84%
14,013
-3,814
32
$477K 0.84%
3,588
-405
33
$477K 0.84%
4,087
-454
34
$475K 0.84%
9,689
-2,928
35
$475K 0.84%
6,953
-536
36
$473K 0.83%
7,391
-656
37
$441K 0.78%
+10,084
38
$437K 0.77%
+14,309
39
$420K 0.74%
6,135
-19,851
40
$366K 0.64%
7,030
-485
41
$329K 0.58%
+10,499
42
$269K 0.47%
3,081
-665
43
$268K 0.47%
8,412
44
$268K 0.47%
2,137
-475
45
$256K 0.45%
8,010
-64
46
$255K 0.45%
2,524
-1,329
47
$252K 0.44%
+9,830
48
$251K 0.44%
4,660
+92
49
$250K 0.44%
+4,686
50
$235K 0.41%
5,552
-498
1
2
3