CC
Cedar Capital Portfolio holdings
AUM
$54.9M
This Quarter Return
-11.02%
1 Year Return
+33.3%
3 Year Return
+97.96%
5 Year Return
+155.63%
10 Year Return
–
AUM
$211M
AUM Growth
+$211M
(-2.6%)
Cap. Flow
+$30.5M
Cap. Flow
% of AUM
14.41%
Top 10 Holdings %
Top 10 Hldgs %
26.64%
Holding
193
New
15
Increased
60
Reduced
74
Closed
44
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$9.48M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$5.86M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$5.76M |
| 4 |
Vanguard Long-Term Treasury ETF
VGLT
|
$5.31M |
| 5 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
$3.88M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$9.42M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$7.49M |
| 3 |
ProShares Ultra MidCap400
MVV
|
$3.27M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.97M |
| 5 |
ProShares Ultra Russell2000
UWM
|
$2.38M |
Sector Composition
| 1 | Technology | 33.17% |
| 2 | Communication Services | 10.45% |
| 3 | Healthcare | 9.8% |
| 4 | Financials | 7.13% |
| 5 | Consumer Staples | 4.63% |
