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CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$581M
1-Year Est. Return
18.16%
This Fund
S&P 500
This Quarter
Est. Return
+6.81%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$248M
AUM Growth
–
Cap. Flow
+$239M
Cap. Flow
% of AUM
96.35%
Top 10 Holdings %
Top 10 Hldgs %
90.45%
Holding
255
New
255
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$45.4M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$44.2M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$22.8M |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$22M |
| 5 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$20M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.07% |
| 2 | Industrials | 1.12% |
| 3 | Consumer Discretionary | 0.51% |
| 4 | Consumer Staples | 0.49% |
| 5 | Financials | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Microsoft
MSFT
$2.93T
| $350K | 0.14% |
+2,221
| New | +$326K |
|
27
McDonald's
MCD
$190B
| $343K | 0.14% |
+1,736
| New | +$344K |
|
28
Berkshire Hathaway Class B
BRK.B
$1.06T
| $285K | 0.12% |
+1,259
| New | +$273K |
|
29
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
| $261K | 0.11% |
+9,754
| New | +$261K |
|
30
Spire
SR
$4.81B
| $258K | 0.1% |
+3,095
| New | +$254K |
|
31
Vanguard Growth ETF
VUG
$221B
| $211K | 0.09% |
+6,936
| New | +$200K |
|
32
iShares Russell Mid-Cap ETF
IWR
$56.6B
| $197K | 0.08% |
+3,309
| New | +$190K |
|
33
Home Depot
HD
$338B
| $194K | 0.08% |
+887
| New | +$201K |
|
34
Starbucks
SBUX
$120B
| $184K | 0.07% |
+2,091
| New | +$178K |
|
35
Southern Company
SO
$107B
| $173K | 0.07% |
+2,716
| New | +$168K |
|
36
Church & Dwight Co
CHD
$23.2B
| $169K | 0.07% |
+2,400
| New | +$170K |
|
37
Union Pacific
UNP
$179B
| $168K | 0.07% |
+929
| New | +$159K |
|
38
State Street SPDR S&P Dividend ETF
SDY
$21.8B
| $165K | 0.07% |
+1,535
| New | +$161K |
|
39
Boeing
BA
$169B
| $161K | 0.06% |
+495
| New | +$175K |
|
40
ExxonMobil
XOM
$611B
| $151K | 0.06% |
+2,167
| New | +$150K |
|
41
Intuit
INTU
$79.6B
| $143K | 0.06% |
+547
| New | +$143K |
|
42
Bank of Hawaii
BOH
$3.4B
| $136K | 0.05% |
+1,426
| New | +$127K |
|
43
Walt Disney
DIS
$170B
| $117K | 0.05% |
+806
| New | +$112K |
|
44
Walmart Inc
WMT
$909B
| $115K | 0.05% |
+2,892
| New | +$115K |
|
45
US Bancorp
USB
$98.4B
| $113K | 0.05% |
+1,901
| New | +$110K |
|
46
3M
MMM
$83.4B
| $105K | 0.04% |
+715
| New | +$100K |
|
47
RTX Corp
RTX
$261B
| $103K | 0.04% |
+1,098
| New | +$99.6K |
|
48
iShares Morningstar Growth ETF
ILCG
$3.12B
| $90K | 0.04% |
+2,145
| New | +$85.3K |
|
49
Vanguard Value ETF
VTV
$186B
| $90K | 0.04% |
+755
| New | +$87.2K |
|
50
Johnson & Johnson
JNJ
$609B
| $83K | 0.03% |
+570
| New | +$77.3K |
|
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Cedar Mountain Advisors's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Cedar Mountain Advisors, which disclosed 255 positions worth $248M. Its ten largest holdings account for 90% of the portfolio.
Its largest position is iShares Russell 1000 Growth ETF: 1,087,868 shares worth $47.8M.
By sector, the portfolio is most concentrated in Technology at 2.1% of assets, followed by Industrials and Consumer Discretionary.
- Cedar Mountain Advisors's largest Q4 2019 buy was iShares Russell 1000 Growth ETF: 1,087,868 shares worth $47.8M.
- Cedar Mountain Advisors's ten largest holdings make up 90% of its $248M portfolio in Q4 2019.
- Cedar Mountain Advisors disclosed 255 positions in Q4 2019, its first 13F filing on record.
Based on Cedar Mountain Advisors's 13F filing for Q4 2019, filed 30 Jan 2020.