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
176
$202K 0.09%
+3,149
177
$202K 0.09%
+3,407
178
$94K 0.04%
+10,151
179
– –
-3,112
180
– –
-4,453
181
– –
-13,615
182
– –
-7,892
183
– –
-7,193
184
– –
-92,223
185
– –
-101,734
186
– –
-5,246
187
– –
-3,482
188
– –
-80,576
4 5 6 7
8