CC
Cedar Capital Portfolio holdings
AUM
$54.9M
This Quarter Return
+0.53%
1 Year Return
+33.3%
3 Year Return
+97.96%
5 Year Return
+155.63%
10 Year Return
–
AUM
$228M
AUM Growth
+$228M
(-4.7%)
Cap. Flow
-$10.8M
Cap. Flow
% of AUM
-4.72%
Top 10 Holdings %
Top 10 Hldgs %
69.83%
Holding
121
New
22
Increased
43
Reduced
44
Closed
11
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$31.7M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$26M |
| 3 |
ProShares Ultra S&P500
SSO
|
$4.2M |
| 4 |
GGP
GGP Inc.
GGP
|
$2.47M |
| 5 |
VER
VEREIT, Inc.
VER
|
$2.43M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$28.9M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$28.8M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$6.62M |
| 4 |
ProShares Ultra Russell2000
UWM
|
$5.5M |
| 5 |
ProShares Ultra MidCap400
MVV
|
$5.47M |
Sector Composition
| 1 | Real Estate | 16.5% |
| 2 | Energy | 5.95% |
| 3 | Financials | 4.35% |
| 4 | Technology | 2.35% |
| 5 | Consumer Staples | 1.8% |
