CC

Cedar Capital Portfolio holdings

AUM $54.9M
1-Year Est. Return 33.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$4.73M
3
+$2.17M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$1.88M
5
DOCU
DocuSign
DOCU
+$1.55M

Top Sells

1
+$5.76M
2
+$5.02M
3
+$4.98M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.63M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$2.74M

Sector Composition

1 Technology 36.36%
2 Communication Services 9.82%
3 Healthcare 9.75%
4 Financials 6.3%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.73%
11,203
+2,238
52
$1.83M 0.7%
19,983
+686
53
$1.83M 0.7%
8,859
+1,388
54
$1.72M 0.66%
62,730
+9,520
55
$1.67M 0.64%
10,666
+442
56
$1.65M 0.63%
11,151
+1,984
57
$1.64M 0.63%
11,313
+2,197
58
$1.53M 0.59%
4,195
+848
59
$1.52M 0.58%
+14,205
60
$1.5M 0.58%
12,909
+2,072
61
$1.48M 0.57%
8,089
+1,959
62
$1.47M 0.56%
+23,874
63
$1.43M 0.55%
23,928
+988
64
$1.42M 0.54%
10,875
+2,364
65
$1.41M 0.54%
10,625
-1,450
66
$1.4M 0.54%
10,120
+220
67
$1.33M 0.51%
29,844
-3,721
68
$1.31M 0.5%
32,853
-2,544
69
$1.31M 0.5%
21,483
+2,783
70
$1.27M 0.49%
3,869
+867
71
$1.26M 0.49%
+24,212
72
$1.25M 0.48%
+21,388
73
$1.24M 0.48%
19,081
+1,272
74
$1.24M 0.47%
11,137
+2,405
75
$1.2M 0.46%
39,739
+5,608
1 2
3
4 5