CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$481M
1-Year Return
12.72%
This Quarter Return
-5.01%
1 Year Return
+12.72%
3 Year Return
+47.96%
5 Year Return
+81.01%
10 Year Return
–
AUM
$339M
AUM Growth
+$12.6M
(+3.9%)
Cap. Flow
+$31M
Cap. Flow
% of AUM
9.15%
Top 10 Holdings %
Top 10 Hldgs %
84.93%
Holding
367
New
29
Increased
55
Reduced
26
Closed
17
Top Buys
| 1 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$15M |
| 2 |
PGIM Ultra Short Bond ETF
PULS
|
$8.14M |
| 3 |
Vanguard Financials ETF
VFH
|
$2.56M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$2.19M |
| 5 |
Invesco S&P 500 Quality ETF
SPHQ
|
$1.47M |
Top Sells
| 1 |
iShares Russell Mid-Cap Value ETF
IWS
|
$877K |
| 2 |
Intel
INTC
|
$204K |
| 3 |
Tesla
TSLA
|
$183K |
| 4 |
Global X Autonomous & Electric Vehicles ETF
DRIV
|
$125K |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$119K |
Sector Composition
| 1 | Technology | 2.13% |
| 2 | Industrials | 1.03% |
| 3 | Consumer Discretionary | 0.77% |
| 4 | Consumer Staples | 0.63% |
| 5 | Financials | 0.39% |
