CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$481M
1-Year Return
12.72%
This Quarter Return
+0.98%
1 Year Return
+12.72%
3 Year Return
+47.96%
5 Year Return
+81.01%
10 Year Return
–
AUM
$405M
AUM Growth
+$7.31M
(+1.8%)
Cap. Flow
+$4.39M
Cap. Flow
% of AUM
1.08%
Top 10 Holdings %
Top 10 Hldgs %
80.82%
Holding
366
New
10
Increased
64
Reduced
31
Closed
18
Top Buys
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$695K |
| 2 |
iShares Russell 2000 ETF
IWM
|
$79.5K |
| 3 |
iShares Russell 1000 ETF
IWB
|
$30.6K |
| 4 |
CRH
CRH
|
$25.4K |
| 5 |
Church & Dwight Co
CHD
|
$20.7K |
Sector Composition
| 1 | Technology | 2.43% |
| 2 | Industrials | 0.77% |
| 3 | Consumer Discretionary | 0.58% |
| 4 | Consumer Staples | 0.46% |
| 5 | Financials | 0.34% |
