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
$252M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$4.03M
3
+$3.29M
4
SNR
NEW SENIOR INVESTMENT GROUP INC.
SNR
+$1.45M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.38M

Top Sells

1
+$39.6M
2
+$10.3M
3
+$4.28M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$3.92M
5
UST icon
ProShares Ultra 7-10 Year Treasury
UST
+$3.46M

Sector Composition

1 Real Estate 17.97%
2 Energy 5.17%
3 Financials 1.66%
4 Technology 1.61%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-54,579
102
– –
-10,598
103
– –
-6,490
104
– –
-10,070
105
– –
-1,798
106
– –
-2,530
1 2 3 4
5