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
$56.9M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.03M
3
+$789K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$712K
5
EWG icon
iShares MSCI Germany ETF
EWG
+$649K

Top Sells

1
+$1.36M
2
+$909K
3
+$740K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$678K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$655K

Sector Composition

1 Technology 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$209K 0.37%
+4,736
52
$209K 0.37%
+7,860
53
$206K 0.36%
+4,509
54
$205K 0.36%
+4,490
55
$201K 0.35%
+7,734
56
– –
-2,765
57
– –
-13,799
58
– –
-31,039
59
– –
-8,168
60
– –
-2,614
1 2
3