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
176
$13K 0.01%
500
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180
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182
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184
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-8,044
190
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-57,747
4 5 6 7
8