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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
$480M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.35M
3
+$3.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$911K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$429K

Top Sells

1
+$18.4M
2
+$5.37M
3
+$5.15M
4
FDX icon
FedEx
FDX
+$5.12M
5
IBB icon
iShares Biotechnology ETF
IBB
+$5.09M

Sector Composition

1 Financials 11.3%
2 Healthcare 10.5%
3 Technology 9.04%
4 Energy 5.96%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,388
77
– –
-529,153
78
– –
-29,573
79
– –
-214
1 2 3
4