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
$339M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$8.14M
3
+$2.56M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.19M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.47M

Top Sells

1
+$877K
2
+$204K
3
+$183K
4
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$125K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$119K

Sector Composition

1 Technology 2.13%
2 Industrials 1.03%
3 Consumer Discretionary 0.77%
4 Consumer Staples 0.63%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$583K 0.17%
9,758
+481
27
$580K 0.17%
3,724
+2
28
$456K 0.13%
3,387
29
$419K 0.12%
1,695
30
$391K 0.12%
1,358
-49
31
$349K 0.1%
7,050
-4,123
32
$316K 0.09%
9,510
33
$315K 0.09%
6,477
+2
34
$277K 0.08%
577
+1
35
$265K 0.08%
969
36
$264K 0.08%
10,458
-1,018
37
$245K 0.07%
818
+1
38
$245K 0.07%
2,696
+11
39
$239K 0.07%
2,400
40
$215K 0.06%
2,966
+12
41
$205K 0.06%
3,085
+25
42
$205K 0.06%
2,852
-73
43
$203K 0.06%
1,999
+229
44
$193K 0.06%
+4,635
45
$192K 0.06%
+2,841
46
$177K 0.05%
1,155
47
$168K 0.05%
291
48
$155K 0.05%
1,882
-63
49
$152K 0.04%
935
-36
50
$137K 0.04%
547
-73
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