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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
76
$1.06M 0.18%
+9,512
77
$1.04M 0.18%
19,465
+5,701
78
$1.01M 0.17%
+27,568
79
$983K 0.17%
+11,834
80
$981K 0.17%
+25,760
81
$879K 0.15%
+7,048
82
$874K 0.15%
19,517
+892
83
$830K 0.14%
+13,661
84
$819K 0.14%
+6,979
85
$764K 0.13%
16,980
+11,980
86
$736K 0.13%
60,100
-3,000
87
$724K 0.13%
+4,618
88
$723K 0.12%
+5,325
89
$685K 0.12%
+12,974
90
$675K 0.12%
+25,944
91
$658K 0.11%
+22,270
92
$606K 0.1%
19,575
-4,233
93
$565K 0.1%
+11,600
94
$553K 0.1%
3,023
+1,060
95
$529K 0.09%
+10,690
96
$524K 0.09%
+15,481
97
$520K 0.09%
+3,723
98
$514K 0.09%
3,133
+1,404
99
$513K 0.09%
+4,886
100
$495K 0.09%
+11,835
2 3
4
5 6