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
126
$464K 0.21%
+7,827
127
$451K 0.21%
1,871
+334
128
$426K 0.2%
29,957
-6,709
129
$424K 0.2%
5,308
+290
130
$413K 0.19%
7,000
+523
131
$411K 0.19%
2,987
+406
132
$400K 0.18%
+4,515
133
$392K 0.18%
2,697
+571
134
$391K 0.18%
2,024
+303
135
$390K 0.18%
2,621
-588
136
$385K 0.18%
1,639
+290
137
$385K 0.18%
1,977
+345
138
$351K 0.16%
5,475
+744
139
$349K 0.16%
7,849
+290
140
$343K 0.16%
5,612
+722
141
$342K 0.16%
6,351
+914
142
$330K 0.15%
1,670
+39
143
$320K 0.15%
+5,840
144
$318K 0.15%
+14,039
145
$314K 0.14%
3,573
+44
146
$309K 0.14%
3,621
+664
147
$305K 0.14%
8,954
-1,235
148
$300K 0.14%
4,094
+589
149
$288K 0.13%
980
+41
150
$288K 0.13%
6,882
-1,417
4 5
6
7 8