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
$200M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$2.73M
3
+$1.04M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$896K
5
INTC icon
Intel
INTC
+$774K

Top Sells

1
+$886K
2
+$229K
3
+$165K
4
RTX icon
RTX Corp
RTX
+$103K
5
WMT icon
Walmart Inc
WMT
+$52.3K

Sector Composition

1 Technology 2.38%
2 Industrials 0.97%
3 Consumer Discretionary 0.54%
4 Consumer Staples 0.43%
5 Utilities 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$0 ﹤0.01%
4
252
– –
-431
253
$0 ﹤0.01%
43
254
– –
0
255
– –
0
256
$0 ﹤0.01%
749
257
$0 ﹤0.01%
+9
258
– –
-1,266
259
$0 ﹤0.01%
8
260
– –
0
261
$0 ﹤0.01%
9
262
– –
-51
263
– –
0
264
– –
-193
265
– –
-405
266
$0 ﹤0.01%
17
267
– –
-302
268
– –
0
269
$0 ﹤0.01%
104
270
$0 ﹤0.01%
48
271
$0 ﹤0.01%
9
272
– –
0
273
– –
0
274
– –
0
275
– –
-1,098
8 9 10
11
12