CMA
Cedar Mountain Advisors Portfolio holdings
AUM $446M
AUM
$446M
AUM Growth
-$8.66M (-2%)
Cap. Flow
+$4.25M
Cap. Flow % of AUM
0.95%
Top 10 Holdings %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
| 1 | Technology | 2.27% |
| 2 | Industrials | 0.67% |
| 3 | Consumer Discretionary | 0.57% |
| 4 | Consumer Staples | 0.41% |
| 5 | Financials | 0.36% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $6.71K | 0% | 34 -54 | -61% | -$10.7K | |||
| $6.6K | 0% | 167 +1 | +0.6% | +$40 | |||
| $6.57K | 0% | 135 +1 | +0.8% | +$49 | |||
| $6.53K | 0% | 105 | – | – | |||
| $6.4K | 0% | 96 | New | +$6.4K | |||
| $6.38K | 0% | 163 | – | – | |||
| $6.37K | 0% | 94 | – | – | |||
| $6.21K | 0% | 248 | – | – | |||
| $6.18K | 0% | 274 | – | – | |||
| $6.15K | 0% | 78 +1 | +1% | +$79 | |||
| $6.05K | 0% | 25 | – | – | |||
| $6.03K | 0% | 54 -1 | -2% | -$112 | |||
| $5.71K | 0% | 175 | – | – | |||
| $5.67K | 0% | 12 | – | – | |||
| $5.55K | 0% | 60 | – | – | |||
| $5.52K | 0% | 250 | New | +$5.52K | |||
| $5.48K | 0% | 70 | – | – | |||
| $5.46K | 0% | 350 | – | – | |||
| $5.44K | 0% | 69 -37 | -35% | -$2.92K | |||
| $5.42K | 0% | 1,000 | – | – | |||
| $5.4K | 0% | 93 | – | – | |||
| $5.35K | 0% | 77 -5 | -6% | -$347 | |||
| $5.27K | 0% | 170 | – | – | |||
| $5.19K | 0% | 42 | – | – | |||
| $5.09K | 0% | 259 | – | – |
