CC
Cedar Capital Portfolio holdings
AUM
$54.9M
This Quarter Return
+10.65%
1 Year Return
+33.3%
3 Year Return
+97.96%
5 Year Return
+155.63%
10 Year Return
–
AUM
$302M
AUM Growth
+$302M
(+16%)
Cap. Flow
+$24.7M
Cap. Flow
% of AUM
8.18%
Top 10 Holdings %
Top 10 Hldgs %
21.88%
Holding
194
New
26
Increased
112
Reduced
34
Closed
21
Top Buys
| 1 |
Apple
AAPL
|
$6.42M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$5.16M |
| 3 |
Twilio
TWLO
|
$3.43M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.5M |
| 5 |
Okta
OKTA
|
$2.3M |
Top Sells
| 1 |
Salesforce
CRM
|
$4.05M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.61M |
| 3 |
PayPal
PYPL
|
$3.53M |
| 4 |
Adobe
ADBE
|
$3.44M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$3.38M |
Sector Composition
| 1 | Technology | 38.01% |
| 2 | Healthcare | 13.58% |
| 3 | Communication Services | 8.76% |
| 4 | Industrials | 6.02% |
| 5 | Financials | 5.39% |
