CC
Cedar Capital Portfolio holdings
AUM
$54.9M
This Quarter Return
-1.98%
1 Year Return
+33.3%
3 Year Return
+97.96%
5 Year Return
+155.63%
10 Year Return
–
AUM
$215M
AUM Growth
+$215M
(+2.9%)
Cap. Flow
+$12.2M
Cap. Flow
% of AUM
5.68%
Top 10 Holdings %
Top 10 Hldgs %
53.58%
Holding
171
New
36
Increased
80
Reduced
34
Closed
17
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$24M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$17.8M |
| 3 |
ProShares Ultra 7-10 Year Treasury
UST
|
$6.45M |
| 4 |
iShares US Basic Materials ETF
IYM
|
$2.86M |
| 5 |
NRE
NorthStar Realty Europe Corp.
NRE
|
$1.49M |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$22.6M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$22.3M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$5.09M |
| 4 |
ProShares Ultra MidCap400
MVV
|
$4.74M |
| 5 |
ProShares Ultra Russell2000
UWM
|
$4.51M |
Sector Composition
| 1 | Real Estate | 11.05% |
| 2 | Technology | 10.03% |
| 3 | Communication Services | 4.2% |
| 4 | Financials | 3.83% |
| 5 | Industrials | 3.16% |
