CC

Cedar Capital Portfolio holdings

AUM $54.9M
1-Year Est. Return 33.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$54.9M
AUM Growth
-$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.81M
3
+$1.63M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$973K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$857K

Top Sells

1
+$9.37M
2
+$8.82M
3
+$6.98M
4
V icon
Visa
V
+$6.27M
5
XYZ
Block Inc
XYZ
+$6.21M

Sector Composition

1 Technology 1.07%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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