CC
Cedar Capital Portfolio holdings
AUM
$54.9M
This Quarter Return
+6.75%
1 Year Return
+33.3%
3 Year Return
+97.96%
5 Year Return
+155.63%
10 Year Return
–
AUM
$258M
AUM Growth
+$258M
(+14%)
Cap. Flow
+$22.6M
Cap. Flow
% of AUM
8.77%
Top 10 Holdings %
Top 10 Hldgs %
39.53%
Holding
190
New
45
Increased
96
Reduced
32
Closed
14
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$17.8M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$16.7M |
| 3 |
ProShares Ultra MidCap400
MVV
|
$3.63M |
| 4 |
ProShares Ultra S&P500
SSO
|
$3.11M |
| 5 |
BPY
Brookfield Property Partners L.P. Limited Partnership Units
BPY
|
$1.93M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$36.1M |
| 2 |
ProShares Ultra 7-10 Year Treasury
UST
|
$7.68M |
| 3 |
Mastercard
MA
|
$3.13M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$2.09M |
| 5 |
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% |
