CHA

Cedar Hill Associates Portfolio holdings

AUM $261M
1-Year Est. Return 7.91%
This Quarter Est. Return
1 Year Est. Return
-7.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$510M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.5%
2 Technology 7.15%
3 Healthcare 7.12%
4 Energy 6.98%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$7.45M 1.46%
+103,896
27
$7.3M 1.43%
+165,264
28
$7.14M 1.4%
+85,161
29
$7.12M 1.4%
+465,560
30
$6.96M 1.36%
+135,175
31
$6.84M 1.34%
+133,383
32
$6.64M 1.3%
+81,188
33
$6.63M 1.3%
+479,316
34
$6.62M 1.3%
+189,821
35
$6.58M 1.29%
+76,093
36
$6.53M 1.28%
+85,985
37
$6.43M 1.26%
+97,624
38
$6.19M 1.21%
+168,331
39
$6.05M 1.19%
+424,898
40
$5.99M 1.18%
+282,300
41
$5.95M 1.17%
+420,420
42
$5.67M 1.11%
+148,775
43
$5.67M 1.11%
+329,560
44
$5.6M 1.1%
+211,687
45
$5.44M 1.07%
+55,180
46
$5.38M 1.06%
+389
47
$5.2M 1.02%
+79,384
48
$5.17M 1.01%
+215,450
49
$5.02M 0.98%
+14,295,200
50
$4.93M 0.97%
+26,514