We are live on ! Find out more
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
51
$334K 0.22%
1,523
-105
52
$327K 0.21%
2,715
-209
53
$309K 0.2%
6,844
-146
54
$302K 0.2%
451
55
$295K 0.19%
4,455
-115
56
$285K 0.19%
475
-9
57
$279K 0.18%
5,607
+237
58
$279K 0.18%
3,327
-25
59
$275K 0.18%
9,066
+440
60
$260K 0.17%
3,438
-415
61
$254K 0.17%
2,719
62
$242K 0.16%
3,588
63
$238K 0.16%
257
64
$233K 0.15%
7,420
65
$228K 0.15%
+512
66
$203K 0.13%
+332
67
– –
-3,194
68
– –
-24,187
69
– –
-20,000
1 2
3