C

CEDRUS Portfolio holdings

AUM $270M
1-Year Est. Return 25.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
-$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$4M
3
+$3.23M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.77M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.25M

Top Sells

1
+$2.35M
2
+$1.88M
3
+$1.85M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$1.84M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.67M

Sector Composition

1 Financials 5.62%
2 Technology 5.12%
3 Consumer Discretionary 3.46%
4 Healthcare 2.94%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
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