CMA

Cedar Mountain Advisors Portfolio holdings

AUM $446M
AUM
$446M
AUM Growth
-$8.66M
Cap. Flow
+$4.25M
Cap. Flow %
0.95%
Top 10 Hldgs %
73.04%
Holding
390
New
13
Increased
89
Reduced
65
Closed
38

Top Buys

1
$1.33M
2
$1.11M
3
$416K
4
$278K
5
$272K

Top Sells

1
$345K
2
$202K
3
$140K
4
$98.5K
5
$95.4K

Sector Composition

1Technology2.27%
2Industrials0.67%
3Consumer Discretionary0.57%
4Consumer Staples0.41%
5Financials0.36%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$78.1M17.49%414,979
+1,428
+0.4%
+$269K
$73.5M16.47%203,612
-955
-0.5%
-$345K
$33.3M7.45%283,228
-785
-0.3%
-$92.2K
$32.1M7.19%254,871
+2,204
+0.9%
+$278K
$23M5.15%220,011
+2,600
+1%
+$272K
$22M4.93%731,553
-6,707
-0.9%
-$202K
$19.5M4.38%41,680
-116
-0.3%
-$54.4K
$17.5M3.91%146,211
-364
-0.3%
-$43.5K
$14.2M3.18%612,616
+47,737
+8%
+$1.11M
$12.9M2.88%48,558
+1,017
+2%
+$269K
$11.2M2.51%224,006
+26,542
+13%
+$1.33M
$11.1M2.49%167,418
+2,842
+2%
+$189K
$11M2.47%340,458
+12,836
+4%
+$416K
$9.01M2.02%122,323
+2,302
+2%
+$170K
$7.87M1.76%255,198
+6,077
+2%
+$187K
$7.83M1.75%157,479
+4,100
+3%
+$204K
$7.49M1.68%75,702
+1,397
+2%
+$138K
$5.24M1.17%100,043
+1,164
+1%
+$61K
$4.9M1.1%108,299
+1,478
+1%
+$66.9K
$4.64M1.04%95,564
+929
+1%
+$45.1K
$3.97M0.89%12,984
-256
-2%
-$78.2K
$3.09M0.69%37,835
+1,858
+5%
+$152K
$2.92M0.66%54,646
+3,464
+7%
+$185K
$2.41M0.54%8,767
+101
+1%
+$27.8K
$1.95M0.44%8,757
-235
-3%
-$52.2K
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