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
$350M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$293K
3
+$245K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$230K
5
NKE icon
Nike
NKE
+$218K

Top Sells

1
+$478K
2
+$467K
3
+$398K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$338K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$156K

Sector Composition

1 Technology 2.34%
2 Industrials 0.82%
3 Consumer Discretionary 0.73%
4 Consumer Staples 0.46%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.94K ﹤0.01%
27
252
$1.93K ﹤0.01%
28
253
$1.92K ﹤0.01%
107
254
$1.86K ﹤0.01%
22
255
$1.79K ﹤0.01%
2,000
256
$1.74K ﹤0.01%
102
257
$1.62K ﹤0.01%
156
258
$1.6K ﹤0.01%
27
259
$1.43K ﹤0.01%
55
260
$1.4K ﹤0.01%
20
261
$1.27K ﹤0.01%
165
262
$1.08K ﹤0.01%
86
+11
263
$1.02K ﹤0.01%
50
264
$994 ﹤0.01%
5
265
$936 ﹤0.01%
749
266
$925 ﹤0.01%
+63
267
$921 ﹤0.01%
20
268
$917 ﹤0.01%
11
269
$879 ﹤0.01%
100
270
$876 ﹤0.01%
74
271
$843 ﹤0.01%
50
272
$834 ﹤0.01%
206
273
$740 ﹤0.01%
+15
274
$740 ﹤0.01%
82
275
$708 ﹤0.01%
19
9 10
11
12 13