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
$300M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$6.31M
3
+$3.38M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$2.24M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$955K

Top Sells

1
+$1.13M
2
+$248K
3
+$103K
4
VHT icon
Vanguard Health Care ETF
VHT
+$54.8K
5
USB icon
US Bancorp
USB
+$39.6K

Sector Composition

1 Technology 2.12%
2 Industrials 0.76%
3 Consumer Discretionary 0.68%
4 Consumer Staples 0.52%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$538K 0.18%
3,729
+3
27
$531K 0.18%
1,988
28
$440K 0.15%
5,488
+34
29
$423K 0.14%
9,233
+48
30
$395K 0.13%
1,711
31
$294K 0.1%
1,373
+2
32
$288K 0.1%
3,468
+27
33
$236K 0.08%
9,510
34
$224K 0.07%
578
+1
35
$223K 0.07%
2,641
+12
36
$213K 0.07%
771
37
$203K 0.07%
2,988
+11
38
$189K 0.06%
8,334
-978
39
$189K 0.06%
969
40
$182K 0.06%
2,082
41
$178K 0.06%
2,852
42
$171K 0.06%
2,400
43
$164K 0.05%
1,828
+160
44
$146K 0.05%
1,156
+1
45
$137K 0.05%
291
46
$137K 0.05%
5,327
-792
47
$135K 0.04%
936
48
$108K 0.04%
547
49
$103K 0.03%
287
+17
50
$93K 0.03%
821
+21
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