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
$339M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$8.16M
3
+$2.62M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.18M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.49M

Top Sells

1
+$863K
2
+$204K
3
+$159K
4
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$126K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$118K

Sector Composition

1 Technology 2.13%
2 Industrials 1.03%
3 Consumer Discretionary 0.77%
4 Consumer Staples 0.63%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4K ﹤0.01%
55
252
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170
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$4K ﹤0.01%
89
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99
258
$3K ﹤0.01%
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43
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28
261
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121
262
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123
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$3K ﹤0.01%
74
264
$3K ﹤0.01%
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$3K ﹤0.01%
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267
$2K ﹤0.01%
107
268
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3
-3
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272
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28
274
$2K ﹤0.01%
+97
275
$2K ﹤0.01%
22
9 10
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12 13