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
$448M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$79.4M
2
+$77.8M
3
+$75.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$61.3M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$14.2M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 16.22%
2 Energy 0.85%
3 Communication Services 0.85%
4 Technology 0.61%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$484K 0.11%
+4,111
52
$463K 0.1%
+12,677
53
$428K 0.1%
+9,546
54
$422K 0.09%
+7,610
55
$413K 0.09%
+8,513
56
$413K 0.09%
+17,048
57
$373K 0.08%
+14,156
58
$328K 0.07%
+9,049
59
$292K 0.07%
+2,556
60
$279K 0.06%
+3,564
61
$271K 0.06%
+2,889
62
$265K 0.06%
+2,529
63
$263K 0.06%
+1,857
64
$259K 0.06%
+5,192
65
$255K 0.06%
+2,300
66
$247K 0.06%
+4,107
67
$230K 0.05%
+3,944
68
$221K 0.05%
+2,839
69
$218K 0.05%
+6,440
70
$214K 0.05%
+7,784
71
$209K 0.05%
+8,480
72
$207K 0.05%
+6,679
73
$205K 0.05%
+6,345
74
$78K 0.02%
+500
75
$31K 0.01%
+1,650
1 2
3