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
$350M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$293K
3
+$245K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$230K
5
NKE icon
Nike
NKE
+$218K

Top Sells

1
+$478K
2
+$467K
3
+$398K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$338K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$156K

Sector Composition

1 Technology 2.34%
2 Industrials 0.82%
3 Consumer Discretionary 0.73%
4 Consumer Staples 0.46%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$674K 0.19%
1,976
27
$629K 0.18%
4,769
+151
28
$619K 0.18%
3,737
+3
29
$602K 0.17%
5,451
+1,971
30
$529K 0.15%
9,439
+19
31
$500K 0.14%
1,676
+15
32
$452K 0.13%
1,598
+157
33
$342K 0.1%
4,092
-14
34
$303K 0.09%
2,094
-9
35
$270K 0.08%
2,725
+12
36
$266K 0.08%
581
+1
37
$241K 0.07%
2,400
38
$223K 0.06%
719
+2
39
$215K 0.06%
3,063
+31
40
$208K 0.06%
1,937
+35
41
$208K 0.06%
9,510
42
$200K 0.06%
979
+10
43
$196K 0.06%
8,482
+52
44
$184K 0.05%
415
+9
45
$181K 0.05%
2,852
46
$176K 0.05%
1,160
47
$171K 0.05%
1,867
+14
48
$160K 0.05%
297
+6
49
$155K 0.04%
1,090
-3,288
50
$137K 0.04%
648
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