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
$280M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$942K
3
+$752K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$730K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$266K

Top Sells

1
+$3.44M
2
+$1.39M
3
+$1.09M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$83.5K
5
ADP icon
Automatic Data Processing
ADP
+$83K

Sector Composition

1 Technology 2.38%
2 Industrials 1.13%
3 Consumer Discretionary 0.9%
4 Consumer Staples 0.56%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$428K 0.15%
8,267
+4
27
$404K 0.14%
1,909
-146
28
$384K 0.14%
1,514
+37
29
$373K 0.13%
1,736
30
$342K 0.12%
1,474
-50
31
$277K 0.1%
9,876
+830
32
$276K 0.1%
2,577
+19
33
$250K 0.09%
940
+6
34
$218K 0.08%
573
+1
35
$213K 0.08%
11,840
-90
36
$209K 0.07%
2,400
37
$202K 0.07%
970
38
$190K 0.07%
2,766
-211
39
$187K 0.07%
2,925
-170
40
$184K 0.07%
+7,691
41
$174K 0.06%
2,836
+30
42
$167K 0.06%
9,510
43
$167K 0.06%
1,977
-670
44
$160K 0.06%
1,418
+771
45
$159K 0.06%
426
+2
46
$153K 0.05%
842
47
$147K 0.05%
900
48
$110K 0.04%
291
49
$107K 0.04%
499
50
$105K 0.04%
1,810
-335
1
2
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