CMA
Cedar Mountain Advisors Portfolio holdings
AUM $446M
AUM
$446M
AUM Growth
-$8.66M (-2%)
Cap. Flow
+$4.25M
Cap. Flow % of AUM
0.95%
Top 10 Holdings %Top 10 Hldgs %
73.04%
Holding
390
New
13
Increased
89
Reduced
65
Closed
38
Top Buys
| 1 | $1.33M | |
| 2 | $1.11M | |
| 3 | $416K | |
| 4 | $278K | |
| 5 | $272K |
Top Sells
| 1 | $345K | |
| 2 | $202K | |
| 3 | $140K | |
| 4 | $98.5K | |
| 5 | $95.4K |
Sector Composition
| 1 | Technology | 2.27% |
| 2 | Industrials | 0.67% |
| 3 | Consumer Discretionary | 0.57% |
| 4 | Consumer Staples | 0.41% |
| 5 | Financials | 0.36% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.91K | 0% | 54 -136 | -72% | -$7.34K | |||
| $2.81K | 0% | 28 | – | – | |||
| $2.63K | 0% | 18 | – | – | |||
| $2.54K | 0% | 81 | – | – | |||
| $2.54K | 0% | 465 +9 | +2% | +$49 | |||
| $2.19K | 0% | 282 | – | – | |||
| $2.15K | 0% | 27 | – | – | |||
| $2.14K | 0% | 33 -17 | -34% | -$1.1K | |||
| $2.12K | 0% | 150 | New | +$2.12K | |||
| $2.1K | 0% | 23 | – | – | |||
| $2K | 0% | 26 | – | – | |||
| $1.99K | 0% | 104 | – | – | |||
| $1.98K | 0% | 100 | – | – | |||
| $1.94K | 0% | 66 | – | – | |||
| $1.94K | 0% | 39 | – | – | |||
| $1.88K | 0% | 20 | – | – | |||
| $1.84K | 0% | 53 +1 | +2% | +$35 | |||
| $1.67K | 0% | 79 +1 | +1% | +$21 | |||
| $1.64K | 0% | 63 | – | – | |||
| $1.63K | 0% | 129 | – | – | |||
| $1.61K | 0% | 15 | – | – | |||
| $1.55K | 0% | 6 | – | – | |||
| $1.47K | 0% | 147 | – | – | |||
| $1.46K | 0% | 11 | – | – | |||
| $1.42K | 0% | 20 | – | – |
