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
$258M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$16.7M
3
+$3.63M
4
SSO icon
ProShares Ultra S&P500
SSO
+$3.11M
5
BPY
Brookfield Property Partners L.P. Limited Partnership Units
BPY
+$1.93M

Top Sells

1
+$36.1M
2
+$7.68M
3
+$3.13M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.09M
5
LXP icon
LXP Industrial Trust
LXP
+$1.72M

Sector Composition

1 Technology 19.82%
2 Real Estate 7.03%
3 Healthcare 6.55%
4 Communication Services 5.76%
5 Financials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$624K 0.24%
+14,144
102
$616K 0.24%
+22,343
103
$610K 0.24%
1,792
+486
104
$606K 0.24%
5,452
+1,454
105
$605K 0.23%
11,330
-3,355
106
$593K 0.23%
13,074
+3,503
107
$593K 0.23%
3,099
+1,032
108
$581K 0.23%
7,943
+2,105
109
$577K 0.22%
13,794
+895
110
$567K 0.22%
5,072
+799
111
$551K 0.21%
2,662
-629
112
$550K 0.21%
10,454
-146,034
113
$548K 0.21%
3,082
+882
114
$544K 0.21%
2,614
+812
115
$536K 0.21%
18,194
+2,610
116
$529K 0.21%
16,914
+300
117
$519K 0.2%
7,210
+2,193
118
$508K 0.2%
4,736
+1,491
119
$498K 0.19%
2,068
+362
120
$496K 0.19%
14,292
-191
121
$492K 0.19%
12,779
+3,939
122
$486K 0.19%
16,889
+70
123
$479K 0.19%
10,537
+429
124
$464K 0.18%
3,898
-12,097
125
$460K 0.18%
3,307
+1,037
3 4
5
6 7