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
$226M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$3.71M
3
+$3.48M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.83M
5
KIM icon
Kimco Realty
KIM
+$1.47M

Top Sells

1
+$22.3M
2
+$2.75M
3
+$2.2M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.91M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.9M

Sector Composition

1 Technology 14.65%
2 Real Estate 8.81%
3 Financials 5.81%
4 Communication Services 5.75%
5 Healthcare 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.47%
12,406
+3,451
52
$984K 0.43%
12,211
+4,796
53
$927K 0.41%
5,636
+1,259
54
$917K 0.41%
6,997
+2,855
55
$917K 0.41%
5,315
+2,007
56
$868K 0.38%
10,495
+1,384
57
$866K 0.38%
8,316
+1,755
58
$853K 0.38%
+14,211
59
$807K 0.36%
16,237
+2,986
60
$805K 0.36%
12,337
+3,428
61
$789K 0.35%
3,807
+1,050
62
$767K 0.34%
9,744
+2,396
63
$760K 0.34%
8,940
+1,360
64
$739K 0.33%
14,685
+5,558
65
$737K 0.33%
30,404
+13,740
66
$728K 0.32%
16,910
+2,944
67
$717K 0.32%
2,642
-4,576
68
$716K 0.32%
5,904
+1,221
69
$716K 0.32%
20,922
+8,646
70
$711K 0.31%
5,150
+1,317
71
$709K 0.31%
5,003
+1,176
72
$691K 0.31%
5,469
+165
73
$665K 0.29%
5,000
+296
74
$663K 0.29%
8,490
+894
75
$654K 0.29%
6,079
+2,651
1 2
3
4 5