CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$481M
This Quarter Return
+6.48%
1 Year Return
+12.72%
3 Year Return
+47.96%
5 Year Return
+81.01%
10 Year Return
–
AUM
$319M
AUM Growth
+$319M
(+6.1%)
Cap. Flow
-$34.7K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
80.57%
Holding
338
New
7
Increased
45
Reduced
36
Closed
19
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.07% |
| 2 | Industrials | 0.84% |
| 3 | Consumer Discretionary | 0.59% |
| 4 | Consumer Staples | 0.5% |
| 5 | Financials | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Annaly Capital Management
NLY
$13.8B
| – | – |
0
| – | – |
|
327
Merck
MRK
$210B
| – | – |
-136
| Closed | -$12K |
|
328
JD.com
JD
$44.2B
| – | – |
-135
| Closed | -$7K |
|
329
IAC Inc
IAC
$2.91B
| – | – |
-45
| Closed | -$2K |
|
330
iShares Floating Rate Bond ETF
FLOT
$9.12B
| – | – |
-995
| Closed | -$50K |
|
331
WisdomTree Europe SmallCap Dividend Fund
DFE
$176M
| – | – |
0
| – | – |
|
332
Coupang
CPNG
$51.6B
| – | – |
-240
| Closed | -$4K |
|
333
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$654M
| – | – |
-737
| Closed | -$26K |
|
334
AllianceBernstein
AB
$4.37B
| – | – |
-62
| Closed | -$2K |
|
335
Vanguard Small-Cap Value ETF
VBR
$31.2B
| – | – |
0
| – | – |
|
336
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| – | – |
-31
| Closed | -$3K |
|
337
Ecolab
ECL
$77.5B
| – | – |
-128
| Closed | -$18K |
|
338
Schwab US Large- Cap ETF
SCHX
$58.8B
| – | – |
-45
| Closed | -$2K |
|