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
$54.9M
AUM Growth
-$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2.03M
3
+$1.76M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$975K
5
MVV icon
ProShares Ultra MidCap400
MVV
+$964K

Top Sells

1
+$9.37M
2
+$8.82M
3
+$6.98M
4
V icon
Visa
V
+$6.27M
5
XYZ
Block Inc
XYZ
+$6.21M

Sector Composition

1 Technology 1.07%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-31,352
177
– –
-2,629
178
– –
-5,019
179
– –
-18,178
180
– –
-11,590
181
– –
-15,437
182
– –
-14,864
183
– –
-9,942
4 5 6 7
8