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
$350M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$293K
3
+$245K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$230K
5
NKE icon
Nike
NKE
+$218K

Top Sells

1
+$478K
2
+$467K
3
+$398K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$338K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$156K

Sector Composition

1 Technology 2.34%
2 Industrials 0.82%
3 Consumer Discretionary 0.73%
4 Consumer Staples 0.46%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.6K ﹤0.01%
+129
227
$3.55K ﹤0.01%
170
228
$3.5K ﹤0.01%
+33
229
$3.2K ﹤0.01%
38
230
$3.13K ﹤0.01%
57
231
$3.1K ﹤0.01%
+153
232
$2.93K ﹤0.01%
18
233
$2.89K ﹤0.01%
1,000
234
$2.84K ﹤0.01%
+45
235
$2.75K ﹤0.01%
123
236
$2.66K ﹤0.01%
100
237
$2.52K ﹤0.01%
450
238
$2.48K ﹤0.01%
99
239
$2.4K ﹤0.01%
121
240
$2.36K ﹤0.01%
47
241
$2.34K ﹤0.01%
+40
242
$2.31K ﹤0.01%
53
243
$2.27K ﹤0.01%
28
244
$2.26K ﹤0.01%
7
245
$2.22K ﹤0.01%
103
246
$2.14K ﹤0.01%
981
247
$2.05K ﹤0.01%
212
248
$2.04K ﹤0.01%
49
249
$2.01K ﹤0.01%
225
250
$1.97K ﹤0.01%
1,000
8 9
10
11 12