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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
101
$489K 0.08%
+8,500
102
$484K 0.08%
+3,770
103
$453K 0.08%
+2,998
104
$449K 0.08%
+1,448
105
$439K 0.08%
+6,414
106
$424K 0.07%
+8,254
107
$420K 0.07%
+8,552
108
$397K 0.07%
+11,920
109
$393K 0.07%
+2,406
110
$393K 0.07%
+6,563
111
$389K 0.07%
+7,071
112
$387K 0.07%
+3,339
113
$386K 0.07%
+6,326
114
$379K 0.07%
+2,125
115
$378K 0.07%
+2,153
116
$372K 0.06%
+11,030
117
$371K 0.06%
+2,840
118
$364K 0.06%
+3,349
119
$363K 0.06%
+4,319
120
$344K 0.06%
19,900
-66,226
121
$342K 0.06%
+3,066
122
$341K 0.06%
+5,429
123
$341K 0.06%
+3,119
124
$309K 0.05%
+5,225
125
$301K 0.05%
+3,717
3 4
5
6 7