CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$44.2M
3
+$22.8M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$22M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$20M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.2%
2 Industrials 1.2%
3 Consumer Discretionary 0.55%
4 Consumer Staples 0.52%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
+17
227
$1K ﹤0.01%
+48
228
$1K ﹤0.01%
+10
229
$1K ﹤0.01%
+24
230
$1K ﹤0.01%
+36
231
$1K ﹤0.01%
+22
232
$1K ﹤0.01%
+50
233
$1K ﹤0.01%
+24
234
$1K ﹤0.01%
+99
235
$1K ﹤0.01%
+8
236
$1K ﹤0.01%
+68
237
$1K ﹤0.01%
+37
238
– –
0
239
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0
240
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241
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242
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$0 ﹤0.01%
+1
244
$0 ﹤0.01%
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245
$0 ﹤0.01%
+9
246
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0
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$0 ﹤0.01%
+4
248
$0 ﹤0.01%
+43
249
– –
0
250
– –
0
7 8 9
10
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