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
$258M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$16.7M
3
+$3.63M
4
SSO icon
ProShares Ultra S&P500
SSO
+$3.11M
5
BPY
Brookfield Property Partners L.P. Limited Partnership Units
BPY
+$1.93M

Top Sells

1
+$36.1M
2
+$7.68M
3
+$3.13M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.09M
5
LXP icon
LXP Industrial Trust
LXP
+$1.72M

Sector Composition

1 Technology 19.82%
2 Real Estate 7.03%
3 Healthcare 6.55%
4 Communication Services 5.76%
5 Financials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$757K 0.29%
107,680
+34,200
77
$755K 0.29%
6,171
+702
78
$754K 0.29%
3,521
+464
79
$754K 0.29%
2,753
+470
80
$749K 0.29%
5,133
+1,170
81
$745K 0.29%
5,741
+741
82
$736K 0.29%
6,668
-18,963
83
$729K 0.28%
2,106
+471
84
$724K 0.28%
5,238
-666
85
$722K 0.28%
7,496
+1,375
86
$712K 0.28%
15,407
+1,760
87
$710K 0.28%
16,860
+4,490
88
$696K 0.27%
2,733
+796
89
$696K 0.27%
5,963
+1,342
90
$688K 0.27%
6,095
+1
91
$683K 0.26%
26,942
-3,462
92
$681K 0.26%
+4,294
93
$677K 0.26%
6,865
+1,841
94
$672K 0.26%
3,315
+942
95
$643K 0.25%
+6,753
96
$642K 0.25%
+5,478
97
$634K 0.25%
+8,085
98
$633K 0.25%
+7,120
99
$631K 0.24%
+3,943
100
$629K 0.24%
19,457
+1,479
2 3
4
5 6