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%
28
252
$2K ﹤0.01%
22
253
$2K ﹤0.01%
+96
254
$2K ﹤0.01%
123
255
$2K ﹤0.01%
135
+3
256
$2K ﹤0.01%
53
257
$2K ﹤0.01%
50
258
$2K ﹤0.01%
57
259
$2K ﹤0.01%
62
260
$2K ﹤0.01%
102
261
$2K ﹤0.01%
55
262
$2K ﹤0.01%
55
263
$2K ﹤0.01%
27
264
$2K ﹤0.01%
28
265
$2K ﹤0.01%
121
266
$2K ﹤0.01%
8
267
$2K ﹤0.01%
99
268
$2K ﹤0.01%
404
269
$1K ﹤0.01%
48
270
$1K ﹤0.01%
165
271
$1K ﹤0.01%
74
272
$1K ﹤0.01%
100
273
$1K ﹤0.01%
450
274
$1K ﹤0.01%
5
275
$1K ﹤0.01%
107
9 10
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12 13