CMA
Cedar Mountain Advisors Portfolio holdings
AUM $446M
AUM
$446M
AUM Growth
-$8.66M (-2%)
Cap. Flow
+$4.25M
Cap. Flow % of AUM
0.95%
Top 10 Holdings %Top 10 Hldgs %
73.04%
Holding
390
New
13
Increased
89
Reduced
65
Closed
38
Top Buys
| 1 | $1.33M | |
| 2 | $1.11M | |
| 3 | $416K | |
| 4 | $278K | |
| 5 | $272K |
Top Sells
| 1 | $345K | |
| 2 | $202K | |
| 3 | $140K | |
| 4 | $98.5K | |
| 5 | $95.4K |
Sector Composition
| 1 | Technology | 2.27% |
| 2 | Industrials | 0.67% |
| 3 | Consumer Discretionary | 0.57% |
| 4 | Consumer Staples | 0.41% |
| 5 | Financials | 0.36% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.86M | 0.42% | 63,320 +1 | +0% | +$29 | |||
| $1.71M | 0.38% | 4,563 -76 | -2% | -$28.5K | |||
| $1.68M | 0.38% | 16,686 +334 | +2% | +$33.6K | |||
| $1.31M | 0.29% | 3,543 -378 | -10% | -$140K | |||
| $1.01M | 0.23% | 1,903 -38 | -2% | -$20.2K | |||
| $968K | 0.22% | 5,606 -226 | -4% | -$39K | |||
| $896K | 0.2% | 3,696 +14 | +0.4% | +$3.39K | |||
| $867K | 0.19% | 4,344 -494 | -10% | -$98.5K | |||
| $791K | 0.18% | 10,768 | – | – | |||
| $770K | 0.17% | 15,516 | – | – | |||
| $683K | 0.15% | 2,635 -33 | -1% | -$8.55K | |||
| $512K | 0.11% | 8,067 +42 | +0.5% | +$2.67K | |||
| $482K | 0.11% | 4,618 | – | – | |||
| $464K | 0.1% | 1,487 -239 | -14% | -$74.6K | |||
| $453K | 0.1% | 15,204 -3,200 | -17% | -$95.4K | |||
| $413K | 0.09% | 8,285 | – | – | |||
| $370K | 0.08% | 3,410 +17 | +0.5% | +$1.84K | |||
| $356K | 0.08% | 580 -1 | -0.2% | -$614 | |||
| $341K | 0.08% | 361 -3 | -0.8% | -$2.84K | |||
| $320K | 0.07% | 1,859 | – | – | |||
| $320K | 0.07% | 14,559 | – | – | |||
| $312K | 0.07% | 3,182 +110 | +4% | +$10.8K | |||
| $310K | 0.07% | 1,818 | – | – | |||
| $305K | 0.07% | 3,314 +26 | +0.8% | +$2.39K | |||
| $276K | 0.06% | 1,903 +31 | +2% | +$4.5K |
