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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
$579M
AUM Growth
+$98.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$7.61M
3
+$6.93M
4
XPO icon
XPO
XPO
+$5.19M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.89M

Top Sells

1
+$4.36M
2
+$3.42M
3
+$2.01M
4
CPN
Calpine Corporation
CPN
+$1.76M
5
FDX icon
FedEx
FDX
+$1.66M

Sector Composition

1 Financials 9.95%
2 Healthcare 7.61%
3 Industrials 7.42%
4 Technology 7.38%
5 Communication Services 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.67M 0.63%
+15,507
52
$3.64M 0.63%
+73,597
53
$3.4M 0.59%
69,570
+19,825
54
$3.11M 0.54%
38,606
-2,069
55
$3.02M 0.52%
69,460
+660
56
$2.84M 0.49%
130,162
-4,295
57
$2.61M 0.45%
105,894
+95,456
58
$2.42M 0.42%
+93,833
59
$2.36M 0.41%
+68,642
60
$2.15M 0.37%
28,966
+9,364
61
$2.07M 0.36%
102,290
-215,218
62
$1.71M 0.3%
13,175
+11,189
63
$1.67M 0.29%
18,196
+11,284
64
$1.55M 0.27%
17,481
+4,608
65
$1.52M 0.26%
18,560
+5,024
66
$1.48M 0.25%
47,075
-108,995
67
$1.42M 0.25%
15,660
+12,278
68
$1.4M 0.24%
9,478
+1,285
69
$1.36M 0.24%
+12,960
70
$1.21M 0.21%
103,650
71
$1.19M 0.21%
68,790
72
$1.18M 0.2%
+15,861
73
$1.17M 0.2%
34,549
+22,760
74
$1.1M 0.19%
+4,329
75
$1.08M 0.19%
10,977
+9,004
1 2
3
4 5