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
$228M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$26M
3
+$4.2M
4
GGP
GGP Inc.
GGP
+$2.47M
5
VER
VEREIT, Inc.
VER
+$2.43M

Top Sells

1
+$28.9M
2
+$28.8M
3
+$6.62M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$5.5M
5
MVV icon
ProShares Ultra MidCap400
MVV
+$5.47M

Sector Composition

1 Real Estate 16.5%
2 Energy 5.95%
3 Financials 4.35%
4 Technology 2.35%
5 Consumer Staples 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$338K 0.15%
2,610
-1,107
52
$322K 0.14%
4,116
+1,425
53
$317K 0.14%
3,466
+226
54
$310K 0.14%
12,768
+3,635
55
$305K 0.13%
9,750
+1,974
56
$303K 0.13%
2,901
+574
57
$303K 0.13%
+1,394
58
$302K 0.13%
1,784
+73
59
$302K 0.13%
3,485
+480
60
$302K 0.13%
3,742
-1,350
61
$301K 0.13%
4,495
-379
62
$299K 0.13%
1,716
+91
63
$296K 0.13%
3,453
+518
64
$296K 0.13%
1,981
+412
65
$294K 0.13%
2,304
+499
66
$293K 0.13%
8,391
-661
67
$292K 0.13%
6,506
+297
68
$288K 0.13%
1,990
-325
69
$285K 0.12%
1,441
+112
70
$284K 0.12%
3,698
+671
71
$284K 0.12%
+5,215
72
$283K 0.12%
9,882
-826
73
$282K 0.12%
6,471
-551
74
$281K 0.12%
2,436
+138
75
$281K 0.12%
8,803
+2,115
1 2
3
4 5