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
276
$673 ﹤0.01%
+13
277
$670 ﹤0.01%
31
278
$575 ﹤0.01%
10
279
$548 ﹤0.01%
5
280
$488 ﹤0.01%
+2
281
$459 ﹤0.01%
135
282
$388 ﹤0.01%
+3
283
$383 ﹤0.01%
92
284
$329 ﹤0.01%
+1
285
$266 ﹤0.01%
20
286
$165 ﹤0.01%
40
287
$163 ﹤0.01%
4
288
$160 ﹤0.01%
10
+1
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$123 ﹤0.01%
3
+1
290
$117 ﹤0.01%
4
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$105 ﹤0.01%
27
292
$74 ﹤0.01%
120
293
$71 ﹤0.01%
4
294
$68 ﹤0.01%
1
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$58 ﹤0.01%
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296
$54 ﹤0.01%
100
297
$49 ﹤0.01%
+1
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$29 ﹤0.01%
20
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$10 ﹤0.01%
2
300
$7 ﹤0.01%
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12
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