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
$227M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$5.91M
3
+$5.79M
4
MVV icon
ProShares Ultra MidCap400
MVV
+$2.84M
5
SSO icon
ProShares Ultra S&P500
SSO
+$2.67M

Top Sells

1
+$18.3M
2
+$7.44M
3
+$1.89M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.6M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$977K

Sector Composition

1 Technology 20.12%
2 Healthcare 6.74%
3 Communication Services 6.16%
4 Real Estate 5.51%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$406K 0.18%
8,123
-71
127
$401K 0.18%
3,608
-107
128
$375K 0.17%
9,780
-637
129
$369K 0.16%
7,640
-187
130
$365K 0.16%
6,403
-111
131
$360K 0.16%
4,431
-339
132
$350K 0.15%
2,842
-7,932
133
$332K 0.15%
5,208
-309
134
$329K 0.15%
4,805
-44
135
$315K 0.14%
2,417
-160
136
$300K 0.13%
+5,005
137
$299K 0.13%
989
-42
138
$298K 0.13%
1,568
-42
139
$296K 0.13%
4,672
-8
140
$291K 0.13%
1,094
-97
141
$289K 0.13%
+1,024
142
$273K 0.12%
4,386
-49
143
$273K 0.12%
+1,554
144
$271K 0.12%
2,092
+355
145
$264K 0.12%
1,494
-17
146
$264K 0.12%
4,536
-127,753
147
$252K 0.11%
+2,230
148
$246K 0.11%
3,056
-129
149
$237K 0.1%
3,553
+104
150
$227K 0.1%
+1,829
3 4 5
6
7