CC
Cedar Capital Portfolio holdings
AUM
$54.9M
1-Year Est. Return
33.3%
This Fund
S&P 500
1 Year Est. Return
+33.3%
AUM
$57.9M
AUM Growth
+$1.01M
(+1.8%)
Holding
63
Top Buys
| 1 | +$6.1M | |
| 2 | +$2.74M | |
| 3 | +$2.72M | |
| 4 |
ProShares Ultra S&P500
SSO
|
+$1.32M |
| 5 |
iShare MSCI Eurozone ETF
EZU
|
+$1.18M |
Top Sells
| 1 | +$5.37M | |
| 2 | +$3.13M | |
| 3 | +$2.81M | |
| 4 |
ProShares Ultra Russell2000
UWM
|
+$2.02M |
| 5 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$1.95M |
Sector Composition
| 1 | Technology | 1.2% |
| 2 | Consumer Discretionary | 0.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Crocs
CROX
$3.87B
| $233K | 0.4% |
+2,000
|
|
||
52
State Street SPDR S&P International Small Cap ETF
GWX
$827M
| $222K | 0.38% |
+5,736
|
|
||
53
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
| $200K | 0.35% |
6,083
-1,927
|
|
||
54
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
| – | – |
-5,481
|
|
||
55
iShares CMBS ETF
CMBS
$503M
| – | – |
-4,660
|
|
||
56
iShares MSCI Japan ETF
EWJ
$18.9B
| – | – |
-6,135
|
|
||
57
iShares Core S&P Mid-Cap ETF
IJH
$104B
| – | – |
-103,175
|
|
||
58
ProShares Ultra MidCap400
MVV
$132M
| – | – |
-46,458
|
|
||
59
Schwab Short-Term US Treasury ETF
SCHO
$11.8B
| – | – |
-9,830
|
|
||
|
60
iShares 0-1 Year Treasury Bond ETF
SHV
$20.3B
| – | – |
-17,653
|
|
||
61
iShares 1-3 Year Treasury Bond ETF
SHY
$24.7B
| – | – |
-5,989
|
|
||
62
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
| – | – |
-4,686
|
|
||
63
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.5B
| – | – |
-5,692
|
|