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
$211M
AUM Growth
-$5.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$5.66M
3
+$5.46M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$4.8M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$4.59M

Top Sells

1
+$12.3M
2
+$7.49M
3
+$4.56M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.52M
5
MVV icon
ProShares Ultra MidCap400
MVV
+$3.27M

Sector Composition

1 Technology 33.17%
2 Communication Services 10.45%
3 Healthcare 9.8%
4 Financials 7.13%
5 Consumer Staples 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
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