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
276
$1K ﹤0.01%
100
277
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5
278
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82
279
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27
-16
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50
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18
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48
283
$1K ﹤0.01%
165
284
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74
285
$1K ﹤0.01%
100
286
$1K ﹤0.01%
450
287
$1K ﹤0.01%
5
288
$1K ﹤0.01%
81
-22
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$1K ﹤0.01%
47
290
$1K ﹤0.01%
102
291
$1K ﹤0.01%
20
292
$1K ﹤0.01%
68
293
– –
-2
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$0 ﹤0.01%
1
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2
296
$0 ﹤0.01%
10
297
$0 ﹤0.01%
130
298
$0 ﹤0.01%
1
299
– –
-2
300
– –
-14
10 11
12
13 14