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
$261M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$5.17M
3
+$2.44M
4
SPOT icon
Spotify
SPOT
+$2.26M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$2.18M

Top Sells

1
+$5.76M
2
+$5M
3
+$4.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.82M
5
PYPL icon
PayPal
PYPL
+$3.35M

Sector Composition

1 Technology 36.36%
2 Communication Services 9.82%
3 Healthcare 9.75%
4 Financials 6.3%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$368K 0.14%
+31,094
127
$366K 0.14%
3,775
+240
128
$363K 0.14%
13,671
-7,529
129
$363K 0.14%
21,510
-3,119
130
$359K 0.14%
15,135
-1,706
131
$359K 0.14%
2,918
-1,961
132
$357K 0.14%
1,425
-558
133
$354K 0.14%
1,780
-80
134
$354K 0.14%
1,072
+49
135
$354K 0.14%
2,503
-232
136
$346K 0.13%
1,803
+160
137
$343K 0.13%
1,420
-73
138
$342K 0.13%
26,670
-4,896
139
$341K 0.13%
4,174
+252
140
$334K 0.13%
1,734
-87
141
$331K 0.13%
3,742
+265
142
$329K 0.13%
+46,395
143
$326K 0.13%
+5,682
144
$323K 0.12%
2,791
+158
145
$317K 0.12%
5,142
-373
146
$311K 0.12%
5,912
+248
147
$300K 0.12%
4,965
+143
148
$296K 0.11%
5,737
+354
149
$294K 0.11%
1,788
-165
150
$294K 0.11%
4,284
+383
4 5
6
7 8