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CMA

Cedar Mountain Advisors Portfolio holdings

AUM $581M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
+6.81%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$248M
AUM Growth
–
Cap. Flow
+$239M
Cap. Flow %
96.35%
Top 10 Hldgs %
90.45%
Holding
255
New
255
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$45.4M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$44.2M
3
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$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

Rank Sector Weight
1 Technology 2.07%
2 Industrials 1.12%
3 Consumer Discretionary 0.51%
4 Consumer Staples 0.49%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOK icon
251
Nokia
NOK
$56.5B
$0 ﹤0.01%
+92
New +$362
RYAM icon
252
Rayonier Advanced Materials
RYAM
$555M
$0 ﹤0.01%
+75
New +$306
WAB icon
253
Wabtec
WAB
$44.5B
$0 ﹤0.01%
+5
New +$370
MDR
254
DELISTED
McDermott International
MDR
$0 ﹤0.01%
+412
New +$527
FTR
255
DELISTED
Frontier Communications Corp.
FTR
$0 ﹤0.01%
+2
New +$2
7 8 9 10
11

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Cedar Mountain Advisors's Q4 2019 Portfolio in Review

Q4 2019 is the first quarter with a 13F filing on record for Cedar Mountain Advisors, which disclosed 255 positions worth $248M. Its ten largest holdings account for 90% of the portfolio.

Its largest position is iShares Russell 1000 Growth ETF: 1,087,868 shares worth $47.8M.

By sector, the portfolio is most concentrated in Technology at 2.1% of assets, followed by Industrials and Consumer Discretionary.

  • Cedar Mountain Advisors's largest Q4 2019 buy was iShares Russell 1000 Growth ETF: 1,087,868 shares worth $47.8M.
  • Cedar Mountain Advisors's ten largest holdings make up 90% of its $248M portfolio in Q4 2019.
  • Cedar Mountain Advisors disclosed 255 positions in Q4 2019, its first 13F filing on record.

Based on Cedar Mountain Advisors's 13F filing for Q4 2019, filed 30 Jan 2020.