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
$217M
AUM Growth
+$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$3.98M
3
+$3.15M
4
UBER icon
Uber
UBER
+$2.3M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$1.53M

Top Sells

1
+$12.9M
2
+$10.4M
3
+$7.07M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.17M
5
MSFT icon
Microsoft
MSFT
+$1.81M

Sector Composition

1 Technology 24.35%
2 Healthcare 12.7%
3 Communication Services 7.63%
4 Industrials 6.05%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$287K 0.13%
6,405
-1,337
152
$282K 0.13%
+1,009
153
$281K 0.13%
+4,465
154
$280K 0.13%
2,765
+220
155
$269K 0.12%
1,031
+204
156
$267K 0.12%
+1,723
157
$267K 0.12%
8,591
-1,928
158
$266K 0.12%
2,236
+290
159
$261K 0.12%
+1,853
160
$257K 0.12%
+5,915
161
$251K 0.12%
+8,406
162
$248K 0.11%
+1,860
163
$246K 0.11%
+2,690
164
$245K 0.11%
4,614
+113
165
$244K 0.11%
+2,879
166
$240K 0.11%
3,685
+6
167
$236K 0.11%
+3,209
168
$235K 0.11%
2,673
+43
169
$229K 0.11%
+998
170
$229K 0.11%
1,979
-90
171
$222K 0.1%
+3,215
172
$221K 0.1%
1,679
-983
173
$214K 0.1%
+975
174
$205K 0.09%
+1,712
175
$203K 0.09%
+712
4 5 6
7
8