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Cedar Hill Associates Portfolio holdings
AUM
$261M
1-Year Est. Return
7.91%
This Fund
S&P 500
1 Year Est. Return
-7.91%
AUM
$445M
AUM Growth
-$36.3M
(-7.6%)
Holding
157
Top Buys
| 1 | +$3.79M | |
| 2 | +$3.34M | |
| 3 | +$2.77M | |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$2.1M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$2.04M |
Top Sells
| 1 | +$9.72M | |
| 2 | +$3.99M | |
| 3 | +$3.15M | |
| 4 |
Visa
V
|
+$1.55M |
| 5 |
NextEra Energy
NEE
|
+$1.55M |
Sector Composition
| 1 | Financials | 9.95% |
| 2 | Healthcare | 7.28% |
| 3 | Technology | 7.08% |
| 4 | Industrials | 5.83% |
| 5 | Communication Services | 5.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Southern Company
SO
$109B
| – | – |
-6,690
|
|
||
152
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
| – | – |
-2,657
|
|
||
153
VF Corp
VFC
$7.14B
| – | – |
-6,728
|
|
||
154
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
| – | – |
-1,743
|
|
||
155
Verizon
VZ
$216B
| – | – |
-13,539
|
|
||
156
Wells Fargo
WFC
$253B
| – | – |
-3,730
|
|
||
157
Walmart Inc
WMT
$983B
| – | – |
-27,969
|
|