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
251
$2K ﹤0.01%
121
252
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8
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99
254
$2K ﹤0.01%
404
255
$2K ﹤0.01%
62
256
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102
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55
258
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55
259
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27
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981
261
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28
262
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22
263
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+96
264
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135
+3
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$2K ﹤0.01%
53
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$2K ﹤0.01%
50
268
$2K ﹤0.01%
57
269
$1K ﹤0.01%
50
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271
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11
-40
272
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20
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27
274
$1K ﹤0.01%
25
+1
275
$1K ﹤0.01%
749
9 10
11
12 13