CC

Cederberg Capital Portfolio holdings

AUM $308M
1-Year Est. Return 37.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$84.6M
2 +$50.5M
3 +$37M
4
NTES icon
NetEase
NTES
+$26.5M
5
JOYY
JOYY Inc
JOYY
+$25.8M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 49.68%
2 Financials 23.14%
3 Communication Services 22.6%
4 Consumer Staples 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$78.4M 34.46%
+572,156
2
$52.7M 23.14%
+1,215,619
3
$34.6M 15.22%
+1,655,198
4
$27.7M 12.16%
+588,000
5
$23.7M 10.43%
+396,605
6
$8.93M 3.93%
+163,000
7
$1.49M 0.65%
+55,771