CMA

Cedar Mountain Advisors Portfolio holdings

AUM $514M
1-Year Est. Return 12.16%
This Quarter Est. Return
1 Year Est. Return
+12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$6.31M
3
+$3.38M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$2.24M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$955K

Top Sells

1
+$1.13M
2
+$248K
3
+$103K
4
VHT icon
Vanguard Health Care ETF
VHT
+$54.8K
5
USB icon
US Bancorp
USB
+$39.6K

Sector Composition

1 Technology 2.12%
2 Industrials 0.76%
3 Consumer Discretionary 0.68%
4 Consumer Staples 0.52%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
240
227
$4K ﹤0.01%
126
+2
228
$3K ﹤0.01%
71
229
$3K ﹤0.01%
200
230
$3K ﹤0.01%
2,000
+1,000
231
$3K ﹤0.01%
52
+1
232
$3K ﹤0.01%
1,000
233
$3K ﹤0.01%
90
234
$3K ﹤0.01%
94
235
$3K ﹤0.01%
1,000
236
$3K ﹤0.01%
126
237
$3K ﹤0.01%
282
238
$3K ﹤0.01%
212
239
$3K ﹤0.01%
50
240
$3K ﹤0.01%
156
-8
241
$3K ﹤0.01%
42
242
$3K ﹤0.01%
170
243
$3K ﹤0.01%
+31
244
$3K ﹤0.01%
+26
245
$3K ﹤0.01%
89
246
$3K ﹤0.01%
206
247
$3K ﹤0.01%
146
248
$3K ﹤0.01%
50
249
$3K ﹤0.01%
38
250
$2K ﹤0.01%
981
8 9
10
11 12