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
$261M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$5.17M
3
+$2.44M
4
SPOT icon
Spotify
SPOT
+$2.26M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$2.18M

Top Sells

1
+$5.76M
2
+$5M
3
+$4.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.82M
5
PYPL icon
PayPal
PYPL
+$3.35M

Sector Composition

1 Technology 36.36%
2 Communication Services 9.82%
3 Healthcare 9.75%
4 Financials 6.3%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.16M 0.45%
122,520
+4,920
77
$1.13M 0.43%
8,896
+1,882
78
$1.09M 0.42%
23,356
+1,219
79
$1.03M 0.4%
+53,594
80
$939K 0.36%
3,569
+363
81
$877K 0.34%
6,561
-37,349
82
$874K 0.34%
4,660
+309
83
$868K 0.33%
25,487
+5,130
84
$836K 0.32%
11,933
-1,616
85
$814K 0.31%
4,519
-85
86
$807K 0.31%
112,372
+77,336
87
$797K 0.31%
4,197
+375
88
$793K 0.3%
3,396
+198
89
$791K 0.3%
5,626
+503
90
$788K 0.3%
3,715
-320
91
$709K 0.27%
12,861
+1,740
92
$669K 0.26%
+17,376
93
$660K 0.25%
3,698
+245
94
$653K 0.25%
28,583
+3,060
95
$647K 0.25%
87,088
+16,990
96
$638K 0.24%
5,024
+222
97
$634K 0.24%
1,761
+122
98
$617K 0.24%
1,592
+132
99
$587K 0.23%
6,812
+427
100
$584K 0.22%
8,449
+673
2 3
4
5 6