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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
$142M
AUM Growth
-$487K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$377K
3
+$371K
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$250K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$230K

Top Sells

1
+$1.05M
2
+$947K
3
+$557K
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$504K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$419K

Sector Composition

1 Technology 5.97%
2 Consumer Discretionary 4.12%
3 Financials 3.96%
4 Healthcare 2.83%
5 Consumer Staples 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,346
152
– –
-7,817
153
– –
-1,476
154
– –
-2,294
155
– –
-10,526
156
– –
-4,885
157
– –
-1,403
158
– –
-22,750
159
– –
-21,816
160
– –
-18,876
161
– –
-5,476
3 4 5 6
7