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
$226M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$3.71M
3
+$3.48M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.83M
5
KIM icon
Kimco Realty
KIM
+$1.47M

Top Sells

1
+$22.3M
2
+$2.75M
3
+$2.2M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.91M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.9M

Sector Composition

1 Technology 14.65%
2 Real Estate 8.81%
3 Financials 5.81%
4 Communication Services 5.75%
5 Healthcare 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$650K 0.29%
4,789
+1,108
77
$642K 0.28%
3,291
+111
78
$635K 0.28%
6,094
+711
79
$620K 0.27%
4,612
+1,603
80
$611K 0.27%
8,044
+1,494
81
$599K 0.26%
13,647
+2,628
82
$571K 0.25%
3,057
+184
83
$565K 0.25%
17,978
+5,833
84
$565K 0.25%
6,683
+2,845
85
$560K 0.25%
5,735
+2,599
86
$543K 0.24%
2,283
+566
87
$540K 0.24%
8,062
+2,650
88
$536K 0.24%
+8,691
89
$535K 0.24%
6,121
+2,456
90
$510K 0.23%
12,370
+5,540
91
$491K 0.22%
4,621
+1,294
92
$483K 0.21%
1,635
+383
93
$480K 0.21%
16,819
+7,080
94
$480K 0.21%
3,963
+1,855
95
$474K 0.21%
16,614
+1,947
96
$472K 0.21%
14,483
+3,252
97
$470K 0.21%
4,746
+2,203
98
$465K 0.21%
10,108
+4,357
99
$465K 0.21%
4,273
+533
100
$453K 0.2%
1,937
+778
2 3
4
5 6