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
$226M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$3.71M
3
+$3.48M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.83M
5
KIM icon
Kimco Realty
KIM
+$1.47M

Top Sells

1
+$22.3M
2
+$2.75M
3
+$2.2M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.91M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.9M

Sector Composition

1 Technology 14.65%
2 Real Estate 8.81%
3 Financials 5.81%
4 Communication Services 5.75%
5 Healthcare 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$444K 0.2%
12,899
+1,629
102
$441K 0.19%
4,211
+65
103
$439K 0.19%
15,584
+307
104
$435K 0.19%
2,373
+717
105
$435K 0.19%
73,480
+16,280
106
$432K 0.19%
1,780
-7,844
107
$430K 0.19%
5,024
+1,967
108
$428K 0.19%
+5,838
109
$420K 0.19%
2,413
+956
110
$419K 0.19%
3,998
+696
111
$415K 0.18%
9,571
+3,937
112
$409K 0.18%
7,383
+867
113
$397K 0.18%
+14,576
114
$392K 0.17%
3,800
-285
115
$390K 0.17%
1,306
-281
116
$387K 0.17%
1,706
-361
117
$387K 0.17%
4,797
+684
118
$385K 0.17%
+29,418
119
$371K 0.16%
2,200
+726
120
$366K 0.16%
2,339
-53
121
$361K 0.16%
6,231
+677
122
$358K 0.16%
3,245
+817
123
$340K 0.15%
16,444
+4,830
124
$330K 0.15%
+2,067
125
$329K 0.15%
5,789
+705
3 4
5
6 7