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
$217M
AUM Growth
+$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$3.98M
3
+$3.15M
4
UBER icon
Uber
UBER
+$2.3M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$1.53M

Top Sells

1
+$12.9M
2
+$10.4M
3
+$7.07M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.17M
5
MSFT icon
Microsoft
MSFT
+$1.81M

Sector Composition

1 Technology 24.35%
2 Healthcare 12.7%
3 Communication Services 7.63%
4 Industrials 6.05%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$720K 0.33%
11,733
+280
102
$711K 0.33%
19,133
+3,275
103
$710K 0.33%
15,697
+3,460
104
$707K 0.33%
34,154
-7,661
105
$701K 0.32%
17,624
-3,949
106
$700K 0.32%
4,840
+163
107
$697K 0.32%
37,947
-8,498
108
$695K 0.32%
22,942
-4,874
109
$690K 0.32%
19,578
+638
110
$624K 0.29%
13,504
-3,016
111
$622K 0.29%
8,001
+1,638
112
$616K 0.28%
65,307
-15,542
113
$613K 0.28%
2,806
+10
114
$610K 0.28%
6,914
+527
115
$598K 0.28%
4,966
-339
116
$576K 0.27%
18,220
+2,700
117
$560K 0.26%
4,801
+100
118
$548K 0.25%
12,192
+458
119
$546K 0.25%
6,532
+1,109
120
$546K 0.25%
1,491
+264
121
$544K 0.25%
1,687
+318
122
$543K 0.25%
7,895
+1,108
123
$536K 0.25%
3,626
+715
124
$522K 0.24%
6,523
-1,462
125
$512K 0.24%
9,510
+702
3 4
5
6 7