CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$8.16M
3
+$2.62M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.18M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.49M

Top Sells

1
+$863K
2
+$204K
3
+$159K
4
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$126K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$118K

Sector Composition

1 Technology 2.13%
2 Industrials 1.03%
3 Consumer Discretionary 0.77%
4 Consumer Staples 0.63%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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0
352
$0 ﹤0.01%
3
353
$0 ﹤0.01%
+5
354
$0 ﹤0.01%
+8
355
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0
356
– –
-63
357
$0 ﹤0.01%
2
358
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5
359
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0
360
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0
361
– –
-175
362
– –
-2,500
363
$0 ﹤0.01%
120
364
– –
0
365
$0 ﹤0.01%
120
366
– –
-37
367
– –
-1,017
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