CC
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Cedar Capital, LLC13F | |
| Cedar Capital, LLC | |
| Last update 2021-11-01 | 54 Stocks (5 new) |
| Value $55.00 Mil | Turnover 15 % |
Cedar Capital, LLC Top Holdings of 2021-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTLC | Pacer Trendpilot US Large Cap ETF | 104,197 | 3,931.0 | -8.41% | 7.160 | -0.62% | 0.210 | +2.86% | +2.04% | 3,421.8 | ||
AGG | iShares Core U.S. Aggregate Bond ETF | 27,432 | 3,150.0 | +0.33% | 5.740 | +0.02% | 0.000 | -1.61% | +0.02% | 119,957.6 | ||
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 30,314 | 2,982.0 | -1.75% | 5.430 | -0.09% | 0.010 | +3.31% | +2.22% | 65,620.9 | ||
SPAB | SPDR Portfolio Aggregate Bond ETF | 99,745 | 2,977.0 | +12.70% | 5.420 | +0.61% | 0.040 | -1.58% | +0.12% | 8,286.7 | ||
IWM | iShares Russell 2000 ETF | 13,321 | 2,914.0 | +3.74% | 5.310 | +0.19% | 0.000 | 0% | +2.04% | 73,070.2 | ||
IVV | iShares Core S&P 500 ETF | 6,553 | 2,823.0 | -16.84% | 5.140 | -0.99% | 0.000 | +2.92% | +1.97% | 597,435.3 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 53,932 | 2,721.0 | +6.84% | 4.960 | +0.32% | 0.020 | +2.94% | +1.96% | 55,051.1 | ||
IJH | iShares Core S&P Mid-Cap ETF | 49,065 | 2,582.0 | New Holding | 4.700 | +4.70% | 0.000 | +1.70% | +3.84% | 98,458.3 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 21,327 | 2,457.0 | -59.99% | 4.480 | -6.38% | 0.010 | -2.61% | 0% | 31,367.8 | ||
MBB | iShares MBS ETF | 13,895 | 1,503.0 | +1.62% | 2.740 | +0.04% | 0.010 | -1.67% | -0.10% | 36,104.0 |
Cedar Capital, LLC's Historical Top Holdings Breakdowns
Cedar Capital, LLC Total Holding History ($B)
Cedar Capital, LLC's Asset Allocation
Cedar Capital, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Cedar Capital, LLC's Hypothetical Growth since 2021-09-30
Cedar Capital, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cedar Capital, LLC's Holdings Heat Map
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Cedar Capital, LLC's Holdings Bubble Chart
Cedar Capital, LLC News
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