CMA
Cedar Mountain Advisors Portfolio holdings
AUM $446M
AUM
$446M
AUM Growth
-$8.66M (-2%)
Cap. Flow
+$4.25M
Cap. Flow % of AUM
0.95%
Top 10 Holdings %Top 10 Hldgs %
73.04%
Holding
390
New
13
Increased
89
Reduced
65
Closed
38
Top Buys
| 1 | $1.33M | |
| 2 | $1.11M | |
| 3 | $416K | |
| 4 | $278K | |
| 5 | $272K |
Top Sells
| 1 | $345K | |
| 2 | $202K | |
| 3 | $140K | |
| 4 | $98.5K | |
| 5 | $95.4K |
Sector Composition
| 1 | Technology | 2.27% |
| 2 | Industrials | 0.67% |
| 3 | Consumer Discretionary | 0.57% |
| 4 | Consumer Staples | 0.41% |
| 5 | Financials | 0.36% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $260K | 0.06% | 464 +32 | +7% | +$17.9K | |||
| $242K | 0.05% | 2,200 | – | – | |||
| $227K | 0.05% | 961 -5 | -0.5% | -$1.18K | |||
| $223K | 0.05% | 2,852 | – | – | |||
| $223K | 0.05% | 607 -69 | -10% | -$25.3K | |||
| $205K | 0.05% | 1,204 +7 | +0.6% | +$1.19K | |||
| $176K | 0.04% | 2,955 -791 | -21% | -$47.2K | |||
| $162K | 0.04% | 854 -10 | -1% | -$1.9K | |||
| $162K | 0.04% | 1,366 +7 | +0.5% | +$833 | |||
| $149K | 0.03% | 266 -152 | -36% | -$85.4K | |||
| $143K | 0.03% | 1,625 -16 | -1% | -$1.41K | |||
| $142K | 0.03% | 246 +10 | +4% | +$5.75K | |||
| $139K | 0.03% | 2,234 +6 | +0.3% | +$373 | |||
| $129K | 0.03% | 2,251 | New | +$129K | |||
| $126K | 0.03% | 1,392 -9 | -0.6% | -$815 | |||
| $113K | 0.03% | 368 -4 | -1% | -$1.23K | |||
| $110K | 0.02% | 2,347 | – | – | |||
| $107K | 0.02% | 432 +3 | +0.7% | +$745 | |||
| $107K | 0.02% | 1,320 -339 | -20% | -$27.5K | |||
| $99.1K | 0.02% | 849 -8 | -0.9% | -$934 | |||
| $90.7K | 0.02% | 392 +2 | +0.5% | +$463 | |||
| $89.2K | 0.02% | 1,723 | New | +$89.2K | |||
| $86K | 0.02% | 556 +203 | +58% | +$31.4K | |||
| $83.4K | 0.02% | 1,521 +2 | +0.1% | +$110 | |||
| $83.4K | 0.02% | 2,847 +18 | +0.6% | +$527 |
