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Cedar Hill Associates Portfolio holdings

AUM $261M
1-Year Est. Return 7.91%
This Fund
S&P 500
This Quarter Est. Return
+1.23%
1 Year Est. Return
-7.91%
3 Year Est. Return
+21%
5 Year Est. Return
+20.74%
10 Year Est. Return
AUM
$510M
AUM Growth
Cap. Flow
+$512M
Cap. Flow %
100.48%
Top 10 Hldgs %
36.33%
Holding
82
New
82
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 19.5%
2 Technology 7.15%
3 Healthcare 7.12%
4 Energy 6.98%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IWO icon
1
iShares Russell 2000 Growth ETF
IWO
$14.7B
$40M 7.85%
+358,965
New +$39.2M
TYY
2
DELISTED
TORTOISE ENERGY CAPITAL CORP
TYY
$21.3M 4.18%
+615,142
New +$20.4M
SLRC icon
3
SLR Investment Corp
SLRC
$716M
$18.8M 3.69%
+814,049
New +$19M
IEMG icon
4
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$18.6M 3.65%
+403,440
New +$20M
OCSL icon
5
Oaktree Specialty Lending
OCSL
$1.07B
$18.1M 3.54%
+576,125
New +$18.4M
IGSB icon
6
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$15.9M 3.12%
+303,280
New +$16M
XLK icon
7
State Street Technology Select Sector SPDR ETF
XLK
$114B
$14.8M 2.9%
+965,174
New +$14.9M
XLV icon
8
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$13.4M 2.62%
+280,977
New +$13.5M
KED
9
DELISTED
Kayne Anderson Energy
KED
$13.2M 2.59%
+515,036
New +$13.3M
JPM icon
10
JPMorgan Chase
JPM
$907B
$11.2M 2.2%
+212,019
New +$10.8M
MET icon
11
MetLife
MET
$60.5B
$10.3M 2.03%
+253,498
New +$9.32M
PNNT
12
Pennant Park Investment Corp
PNNT
$219M
$10M 1.97%
+909,050
New +$10.2M
SHM icon
13
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
$9.99M 1.96%
+209,092
New +$10.1M
TMO icon
14
Thermo Fisher Scientific
TMO
$198B
$9.95M 1.95%
+117,518
New +$9.78M
BGR icon
15
BlackRock Energy and Resources Trust
BGR
$407M
$9.17M 1.8%
+366,250
New +$9.36M
BLK icon
16
Blackrock
BLK
$166B
$9.14M 1.79%
+35,580
New +$9.53M
XLP icon
17
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$8.82M 1.73%
+222,400
New +$9.05M
GE icon
18
GE Aerospace
GE
$364B
$8.81M 1.73%
+79,312
New +$8.78M
HYS icon
19
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.74B
$8.4M 1.65%
+81,790
New +$8.57M
MSFT icon
20
Microsoft
MSFT
$2.93T
$8.19M 1.61%
+237,162
New +$7.77M
KR icon
21
Kroger
KR
$36B
$7.94M 1.56%
+459,616
New +$7.83M
FDX icon
22
FedEx
FDX
$74.7B
$7.82M 1.53%
+79,315
New +$7.7M
F icon
23
Ford
F
$56.7B
$7.75M 1.52%
+500,645
New +$7.18M
COP icon
24
ConocoPhillips
COP
$140B
$7.56M 1.48%
+124,934
New +$7.6M
ECON icon
25
Columbia Emerging Markets Consumer ETF
ECON
$323M
$7.5M 1.47%
+290,750
New +$7.71M

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Cedar Hill Associates's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Cedar Hill Associates, which disclosed 82 positions worth $510M. Its ten largest holdings account for 36% of the portfolio.

Its largest position is iShares Russell 2000 Growth ETF: 358,965 shares worth $40M.

By sector, the portfolio is most concentrated in Financials at 20% of assets, followed by Technology and Healthcare.

  • Cedar Hill Associates's largest Q2 2013 buy was iShares Russell 2000 Growth ETF: 358,965 shares worth $40M.
  • Cedar Hill Associates's ten largest holdings make up 36% of its $510M portfolio in Q2 2013.
  • Cedar Hill Associates disclosed 82 positions in Q2 2013, its first 13F filing on record.

Based on Cedar Hill Associates's 13F filing for Q2 2013, filed 22 Jul 2013.