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
$595M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$4.72M
2 +$2.09M
3 +$1.4M
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$1.12M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$719K

Sector Composition

1 Financials 12.41%
2 Healthcare 9.39%
3 Industrials 9.11%
4 Technology 8.78%
5 Energy 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-415,190