CC
Cedar Capital Portfolio holdings
AUM
$54.9M
This Quarter Return
+5.71%
1 Year Return
+33.3%
3 Year Return
+97.96%
5 Year Return
+155.63%
10 Year Return
–
AUM
$57.9M
AUM Growth
+$57.9M
(+1.8%)
Cap. Flow
+$426K
Cap. Flow
% of AUM
0.74%
Top 10 Holdings %
Top 10 Hldgs %
56.11%
Holding
63
New
8
Increased
27
Reduced
16
Closed
10
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$6.16M |
| 2 |
Vanguard Long-Term Treasury ETF
VGLT
|
$2.83M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.79M |
| 4 |
ProShares Ultra S&P500
SSO
|
$1.39M |
| 5 |
iShare MSCI Eurozone ETF
EZU
|
$1.18M |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.37M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$3.19M |
| 3 |
ProShares Ultra MidCap400
MVV
|
$2.81M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$1.95M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$712K |
Sector Composition
| 1 | Technology | 1.2% |
| 2 | Consumer Discretionary | 0.4% |
