CC
Cedar Capital Portfolio holdings
AUM
$54.9M
This Quarter Return
+2.98%
1 Year Return
+33.3%
3 Year Return
+97.96%
5 Year Return
+155.63%
10 Year Return
–
AUM
$212M
AUM Growth
+$212M
(-7.2%)
Cap. Flow
-$18.8M
Cap. Flow
% of AUM
-8.85%
Top 10 Holdings %
Top 10 Hldgs %
64.25%
Holding
125
New
15
Increased
59
Reduced
34
Closed
12
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$24.9M |
| 2 |
ProShares Ultra Russell2000
UWM
|
$5.01M |
| 3 |
LMRK
Landmark Infrastructure Partners LP Common Units
LMRK
|
$2.8M |
| 4 |
RLJ Lodging Trust
RLJ
|
$2.79M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.59M |
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$31.4M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$4.59M |
| 3 |
DigitalBridge
DBRG
|
$3.5M |
| 4 |
ProShares Ultra 7-10 Year Treasury
UST
|
$3.49M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$3.1M |
Sector Composition
| 1 | Real Estate | 16.56% |
| 2 | Energy | 6.45% |
| 3 | Technology | 3.27% |
| 4 | Financials | 2.92% |
| 5 | Consumer Staples | 2.17% |
