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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
$583M
AUM Growth
+$6.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$9.15M
3
+$8.36M
4
BG icon
Bunge Global
BG
+$7.94M
5
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$4.29M

Top Sells

1
+$14.7M
2
+$11.6M
3
+$10.3M
4
AMLP icon
Alerian MLP ETF
AMLP
+$8.68M
5
TMO icon
Thermo Fisher Scientific
TMO
+$6.65M

Sector Composition

1 Financials 11.66%
2 Healthcare 9.78%
3 Industrials 7.69%
4 Energy 6.48%
5 Technology 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-35,783
77
– –
-148,808
78
– –
-80,257
79
– –
-218,232
1 2 3
4