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
$300M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$6.31M
3
+$3.74M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$2.25M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.07M

Top Sells

1
+$1.15M
2
+$276K
3
+$107K
4
VHT icon
Vanguard Health Care ETF
VHT
+$58.5K
5
USB icon
US Bancorp
USB
+$44.4K

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%
102
252
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253
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55
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27
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28
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121
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981
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28
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22
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+96
261
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262
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+3
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53
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50
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$2K ﹤0.01%
8
267
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99
268
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404
269
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25
+1
274
$1K ﹤0.01%
749
275
$1K ﹤0.01%
31
9 10
11
12 13