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
$258M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$16.7M
3
+$3.63M
4
SSO icon
ProShares Ultra S&P500
SSO
+$3.11M
5
BPY
Brookfield Property Partners L.P. Limited Partnership Units
BPY
+$1.93M

Top Sells

1
+$36.1M
2
+$7.68M
3
+$3.13M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.09M
5
LXP icon
LXP Industrial Trust
LXP
+$1.72M

Sector Composition

1 Technology 19.82%
2 Real Estate 7.03%
3 Healthcare 6.55%
4 Communication Services 5.76%
5 Financials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$274K 0.11%
+6,292
152
$272K 0.11%
+6,426
153
$269K 0.1%
+8,403
154
$268K 0.1%
+3,705
155
$265K 0.1%
+7,770
156
$263K 0.1%
+3,636
157
$262K 0.1%
+4,358
158
$253K 0.1%
1,510
-829
159
$242K 0.09%
+5,344
160
$242K 0.09%
+1,505
161
$241K 0.09%
4,066
+112
162
$241K 0.09%
+3,747
163
$237K 0.09%
+1,859
164
$231K 0.09%
+5,373
165
$228K 0.09%
+1,457
166
$225K 0.09%
+3,189
167
$219K 0.08%
2,588
-738
168
$219K 0.08%
+3,004
169
$215K 0.08%
+861
170
$212K 0.08%
+2,895
171
$210K 0.08%
+1,386
172
$209K 0.08%
+3,121
173
$207K 0.08%
+2,519
174
$205K 0.08%
+1,227
175
$205K 0.08%
+871
4 5 6
7
8