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
-$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.28M
3
+$1.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$653K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$439K

Top Sells

1
+$3.68M
2
+$1.72M
3
+$851K
4
CRWD icon
CrowdStrike
CRWD
+$695K
5
EWG icon
iShares MSCI Germany ETF
EWG
+$615K

Sector Composition

1 Consumer Discretionary 0.52%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TIP icon
51
iShares TIPS Bond ETF
TIP
$13.9B
$252K 0.46%
1,973
+8
HYG icon
52
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$248K 0.45%
2,831
+9
GWX icon
53
SPDR S&P International Small Cap ETF
GWX
$932M
$239K 0.44%
6,203
+467
EWG icon
54
iShares MSCI Germany ETF
EWG
$2.14B
$202K 0.37%
6,133
-18,661
CRWD icon
55
CrowdStrike
CRWD
$122B
– –
-2,766
EET icon
56
ProShares Ultra MSCI Emerging Markets
EET
$33.7M
– –
-3,120
EWA icon
57
iShares MSCI Australia ETF
EWA
$1.53B
– –
-32,747
ANGL icon
58
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
– –
-6,083
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3