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
$302M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$3.43M
3
+$2.5M
4
OKTA icon
Okta
OKTA
+$2.3M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$2.24M

Top Sells

1
+$4.05M
2
+$3.61M
3
+$3.53M
4
ADBE icon
Adobe
ADBE
+$3.44M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.38M

Sector Composition

1 Technology 38.01%
2 Healthcare 13.58%
3 Communication Services 8.76%
4 Industrials 6.02%
5 Financials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.22M 0.74%
20,126
+1,060
52
$2.13M 0.7%
12,921
+1,608
53
$2.11M 0.7%
12,668
+1,531
54
$2.02M 0.67%
18,230
+4,025
55
$1.98M 0.66%
84,135
+21,405
56
$1.86M 0.62%
4,857
+662
57
$1.85M 0.61%
8,779
-11,366
58
$1.83M 0.61%
135,320
+12,800
59
$1.75M 0.58%
19,172
-16,215
60
$1.7M 0.56%
29,024
+9,943
61
$1.67M 0.55%
12,014
+1,389
62
$1.66M 0.55%
12,365
+1,490
63
$1.65M 0.55%
33,499
+3,655
64
$1.61M 0.53%
4,470
+601
65
$1.61M 0.53%
34,563
+1,710
66
$1.58M 0.52%
27,453
+3,579
67
$1.5M 0.5%
10,071
+1,175
68
$1.48M 0.49%
7,508
-17,898
69
$1.43M 0.47%
27,533
+3,605
70
$1.42M 0.47%
6,000
+1,803
71
$1.4M 0.46%
8,920
-1,200
72
$1.38M 0.46%
6,626
+2,107
73
$1.38M 0.46%
8,350
+261
74
$1.33M 0.44%
20,907
-576
75
$1.33M 0.44%
4,947
+1,378
1 2
3
4 5