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
$200M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$2.73M
3
+$1.04M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$896K
5
INTC icon
Intel
INTC
+$774K

Top Sells

1
+$886K
2
+$229K
3
+$165K
4
RTX icon
RTX Corp
RTX
+$103K
5
WMT icon
Walmart
WMT
+$52.3K

Sector Composition

1 Technology 2.38%
2 Industrials 0.97%
3 Consumer Discretionary 0.54%
4 Consumer Staples 0.43%
5 Utilities 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$58K 0.03%
1,521
-1,371
52
$58K 0.03%
1,516
-651
53
$55K 0.03%
330
+2
54
$51K 0.03%
385
-185
55
$48K 0.02%
770
56
$47K 0.02%
280
57
$45K 0.02%
373
-186
58
$45K 0.02%
1,315
-586
59
$44K 0.02%
2,584
+54
60
$42K 0.02%
285
61
$41K 0.02%
285
62
$39K 0.02%
728
63
$38K 0.02%
1,484
+4
64
$37K 0.02%
500
65
$37K 0.02%
640
66
$36K 0.02%
159
67
$35K 0.02%
226
68
$34K 0.02%
258
69
$33K 0.02%
767
70
$32K 0.02%
400
71
$30K 0.02%
520
72
$29K 0.01%
200
73
$29K 0.01%
292
74
$27K 0.01%
1,004
+4
75
$26K 0.01%
930
1 2
3
4 5