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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
126
$300K 0.05%
+1,787
127
$283K 0.05%
+3,990
128
$281K 0.05%
+4,746
129
$278K 0.05%
+2,541
130
$273K 0.05%
+15,132
131
$269K 0.05%
+3,331
132
$264K 0.05%
+1,910
133
$263K 0.05%
+1,995
134
$249K 0.04%
+5,147
135
$248K 0.04%
+3,241
136
$247K 0.04%
+553
137
$241K 0.04%
+12,554
138
$241K 0.04%
+7,252
139
$225K 0.04%
+4,809
140
$224K 0.04%
+3,517
141
$222K 0.04%
+2,867
142
$212K 0.04%
+2,647
143
$212K 0.04%
+1,743
144
$210K 0.04%
+1,590
145
$210K 0.04%
+11,068
146
$209K 0.04%
+1,749
147
$206K 0.04%
+4,291
148
$204K 0.04%
+3,813
149
$201K 0.03%
+980
150
$201K 0.03%
+3,633
3 4 5
6
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