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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
$575M
AUM Growth
-$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$4.58M
3 +$4.35M
4
DSL
DoubleLine Income Solutions Fund
DSL
+$2.79M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.72M

Sector Composition

1 Financials 9.88%
2 Technology 7.66%
3 Industrials 7.38%
4 Healthcare 7.16%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-89,862
152
-3,241
153
-60,100
154
-11,068
155
-3,813
156
-5,225
157
-68,642