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
$261M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$5.47M
2 +$4.73M
3 +$2.17M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$1.88M
5
DOCU
DocuSign
DOCU
+$1.55M

Top Sells

1 +$5.76M
2 +$5.02M
3 +$4.98M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.63M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$2.74M

Sector Composition

1 Technology 36.36%
2 Communication Services 9.82%
3 Healthcare 9.75%
4 Financials 6.3%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-9,469
177
-7,923