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
$217M
AUM Growth
+$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$3.98M
3
+$3.15M
4
UBER icon
Uber
UBER
+$2.3M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$1.53M

Top Sells

1
+$12.9M
2
+$10.4M
3
+$7.07M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.17M
5
MSFT icon
Microsoft
MSFT
+$1.81M

Sector Composition

1 Technology 24.35%
2 Healthcare 12.7%
3 Communication Services 7.63%
4 Industrials 6.05%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.6%
2,286
+566
52
$1.29M 0.6%
9,067
+1,605
53
$1.29M 0.6%
5,023
+1,021
54
$1.25M 0.57%
23,500
-25,091
55
$1.23M 0.57%
25,623
+2,957
56
$1.22M 0.56%
75,936
-17,027
57
$1.22M 0.56%
14,361
+2,046
58
$1.22M 0.56%
6,342
+1,243
59
$1.22M 0.56%
20,400
+3,170
60
$1.21M 0.56%
3,096
+492
61
$1.2M 0.55%
7,976
+1,256
62
$1.19M 0.55%
8,535
+1,754
63
$1.18M 0.54%
16,974
+4,137
64
$1.17M 0.54%
7,938
+697
65
$1.13M 0.52%
33,458
+509
66
$1.12M 0.52%
16,132
+319
67
$1.12M 0.51%
44,923
-10,151
68
$1.08M 0.5%
66,448
+22,269
69
$1.06M 0.49%
19,019
+841
70
$1.04M 0.48%
7,498
+502
71
$1.03M 0.48%
23,171
+5,523
72
$1.02M 0.47%
10,400
-2,331
73
$966K 0.44%
6,538
+455
74
$965K 0.44%
181,428
-40,663
75
$962K 0.44%
3,186
+224
1 2
3
4 5