CMA

Cedar Mountain Advisors Portfolio holdings

AUM $514M
1-Year Est. Return 12.16%
This Quarter Est. Return
1 Year Est. Return
+12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$2.73M
3
+$1.04M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$896K
5
INTC icon
Intel
INTC
+$774K

Top Sells

1
+$886K
2
+$229K
3
+$165K
4
RTX icon
RTX Corp
RTX
+$103K
5
WMT icon
Walmart
WMT
+$52.3K

Sector Composition

1 Technology 2.38%
2 Industrials 0.97%
3 Consumer Discretionary 0.54%
4 Consumer Staples 0.43%
5 Utilities 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$278K 0.14%
6,636
-675
27
$271K 0.14%
8,261
28
$231K 0.12%
3,095
29
$230K 0.12%
1,259
30
$230K 0.12%
8,486
-1,268
31
$206K 0.1%
2,848
-562
32
$195K 0.1%
1,245
+89
33
$167K 0.08%
894
+7
34
$163K 0.08%
2,481
+390
35
$154K 0.08%
2,400
36
$149K 0.07%
2,743
+27
37
$141K 0.07%
3,271
-38
38
$131K 0.07%
929
39
$127K 0.06%
552
+5
40
$106K 0.05%
+412
41
$80K 0.04%
2,145
42
$79K 0.04%
1,426
43
$79K 0.04%
816
+10
44
$78K 0.04%
273
45
$76K 0.04%
780
46
$75K 0.04%
703
+13
47
$74K 0.04%
496
+1
48
$68K 0.03%
596
-119
49
$67K 0.03%
755
50
$62K 0.03%
1,440
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