CC
Cedar Capital Portfolio holdings
AUM
$54.9M
1-Year Est. Return
33.3%
1 Year Est. Return
+33.3%
AUM
$57.9M
AUM Growth
+$1.01M
(+1.8%)
Holding
63
Top Buys
| 1 | +$6.16M | |
| 2 | +$2.83M | |
| 3 | +$2.79M | |
| 4 |
ProShares Ultra S&P500
SSO
|
+$1.39M |
| 5 |
iShare MSCI Eurozone ETF
EZU
|
+$1.18M |
Top Sells
| 1 | +$5.37M | |
| 2 | +$3.19M | |
| 3 | +$2.81M | |
| 4 |
ProShares Ultra Russell2000
UWM
|
+$2.1M |
| 5 |
iShares Short 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
$4.5B
| $233K | 0.4% |
+2,000
|
|
||
52
SPDR S&P International Small Cap ETF
GWX
$942M
| $222K | 0.38% |
+5,736
|
|
||
53
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.08B
| $200K | 0.35% |
6,083
-1,927
|
|
||
54
iShares CMBS ETF
CMBS
$483M
| – | – |
-4,660
|
|
||
55
iShares MSCI Japan ETF
EWJ
$16.2B
| – | – |
-6,135
|
|
||
56
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
| – | – |
-5,481
|
|
||
57
iShares Core S&P Mid-Cap ETF
IJH
$100B
| – | – |
-103,175
|
|
||
58
ProShares Ultra MidCap400
MVV
$151M
| – | – |
-46,458
|
|
||
59
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
| – | – |
-9,830
|
|
||
|
60
iShares Short Treasury Bond ETF
SHV
$20.7B
| – | – |
-17,653
|
|
||
61
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
| – | – |
-5,989
|
|
||
62
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
| – | – |
-4,686
|
|
||
63
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.2B
| – | – |
-2,846
|
|