C
CEDRUS Portfolio holdings
AUM
$270M
This Quarter Return
+5.94%
1 Year Return
+25.5%
3 Year Return
+19.8%
5 Year Return
–
10 Year Return
–
AUM
$270M
AUM Growth
+$270M
(+35%)
Cap. Flow
+$59.3M
Cap. Flow
% of AUM
21.96%
Top 10 Holdings %
Top 10 Hldgs %
38.96%
Holding
192
New
38
Increased
96
Reduced
42
Closed
10
Top Buys
Top Sells
| 1 |
Cincinnati Financial
CINF
|
$310K |
| 2 |
Invesco S&P 500 Quality ETF
SPHQ
|
$301K |
| 3 |
US Bancorp
USB
|
$296K |
| 4 |
LyondellBasell Industries
LYB
|
$289K |
| 5 |
FirstEnergy
FE
|
$269K |
Sector Composition
| 1 | Technology | 4.61% |
| 2 | Consumer Discretionary | 2.59% |
| 3 | Financials | 2.34% |
| 4 | Communication Services | 1.96% |
| 5 | Industrials | 1.46% |
