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
$302M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$3.43M
3
+$2.5M
4
OKTA icon
Okta
OKTA
+$2.3M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$2.24M

Top Sells

1
+$4.05M
2
+$3.61M
3
+$3.53M
4
ADBE icon
Adobe
ADBE
+$3.44M
5
IWM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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