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CPCP

Cedar Point Capital Partners Portfolio holdings

AUM $154M
1-Year Est. Return 16.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$196K
3
+$178K
4
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$153K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$148K

Top Sells

1
+$2.53M
2
+$201K
3
+$81.4K
4
NVDA icon
NVIDIA
NVDA
+$64.5K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$40.7K

Sector Composition

1 Technology 2.83%
2 Financials 0.95%
3 Industrials 0.76%
4 Consumer Staples 0.61%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.94%
46,070
+2,440
27
$1.42M 0.93%
53,434
+4,478
28
$1.24M 0.82%
32,274
29
$1.18M 0.77%
2,340
-84
30
$1.12M 0.74%
2,167
-18
31
$1.08M 0.71%
5,775
-370
32
$979K 0.64%
39,529
+1,764
33
$972K 0.64%
2,962
-10
34
$971K 0.64%
21,005
+292
35
$894K 0.59%
8,568
+29
36
$808K 0.53%
18,360
+479
37
$806K 0.53%
8,948
+172
38
$757K 0.5%
1,656
39
$685K 0.45%
16,003
+583
40
$557K 0.37%
10,951
+70
41
$553K 0.36%
753
-4
42
$430K 0.28%
2,701
43
$405K 0.27%
1,591
-11
44
$396K 0.26%
1,134
45
$393K 0.26%
6,571
46
$391K 0.26%
6,527
-341
47
$356K 0.23%
1,466
+8
48
$350K 0.23%
4,159
+145
49
$345K 0.23%
3,444
+135
50
$337K 0.22%
1,805
+19
1
2
3