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 | |
|---|---|---|---|---|---|---|---|
| $1.26K | 0% | 102 +2 | +2% | +$25 | |||
| $1.25K | 0% | 100 -408 | -80% | -$5.08K | |||
| $1.11K | 0% | 5 | – | – | |||
| $1.11K | 0% | 105 | – | – | |||
| $1.11K | 0% | 25 | – | – | |||
| $1.1K | 0% | 100 | – | – | |||
| $1.08K | 0% | 981 | – | – | |||
| $1.04K | 0% | 165 | – | – | |||
| $974 | 0% | 749 | – | – | |||
| $907 | 0% | 5 | – | – | |||
| $900 | 0% | 15 | – | – | |||
| $886 | 0% | 24 | – | – | |||
| $870 | 0% | 2 | – | – | |||
| $822 | 0% | 100 | – | – | |||
| $808 | 0% | 212 | – | – | |||
| $795 | 0% | 121 | – | – | |||
| $743 | 0% | 3 | – | – | |||
| $647 | 0% | 42 | New | +$647 | |||
| $645 | 0% | 74 | – | – | |||
| $645 | 0% | 135 | – | – | |||
| $631 | 0% | 77 | New | +$631 | |||
| $592 | 0% | 25 | – | – | |||
| $514 | 0% | 5 | – | – | |||
| $485 | 0% | 100 | – | – | |||
| $485 | 0% | 92 | – | – |
