CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$481M
This Quarter Return
-3.88%
1 Year Return
+12.72%
3 Year Return
+47.96%
5 Year Return
+81.01%
10 Year Return
–
AUM
$300M
AUM Growth
+$300M
(+2.8%)
Cap. Flow
+$20.7M
Cap. Flow
% of AUM
6.88%
Top 10 Holdings %
Top 10 Hldgs %
82.33%
Holding
351
New
6
Increased
71
Reduced
23
Closed
19
Top Buys
Top Sells
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$1.13M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$248K |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$103K |
| 4 |
Vanguard Health Care ETF
VHT
|
$54.8K |
| 5 |
US Bancorp
USB
|
$39.6K |
Sector Composition
| 1 | Technology | 2.12% |
| 2 | Industrials | 0.76% |
| 3 | Consumer Discretionary | 0.68% |
| 4 | Consumer Staples | 0.52% |
| 5 | Financials | 0.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Wabtec
WAB
$32.7B
| $0 | ﹤0.01% |
5
| – | – |
|