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
$280M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$942K
3
+$752K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$730K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$266K

Top Sells

1
+$3.44M
2
+$1.39M
3
+$1.09M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$83.5K
5
ADP icon
Automatic Data Processing
ADP
+$83K

Sector Composition

1 Technology 2.38%
2 Industrials 1.13%
3 Consumer Discretionary 0.9%
4 Consumer Staples 0.56%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$98K 0.04%
1,281
52
$90K 0.03%
755
53
$88K 0.03%
321
-9
54
$87K 0.03%
2,596
+12
55
$87K 0.03%
596
56
$80K 0.03%
1,665
57
$72K 0.03%
11,000
+10,800
58
$72K 0.03%
820
59
$66K 0.02%
422
60
$66K 0.02%
1,425
+2
61
$60K 0.02%
1,486
62
$60K 0.02%
841
63
$58K 0.02%
325
64
$56K 0.02%
640
65
$56K 0.02%
375
+1
66
$54K 0.02%
273
67
$53K 0.02%
+400
68
$51K 0.02%
319
69
$51K 0.02%
285
70
$51K 0.02%
1,440
71
$51K 0.02%
751
+4
72
$48K 0.02%
200
73
$44K 0.02%
344
74
$43K 0.02%
1,034
-250
75
$43K 0.02%
1,166
1 2
3
4 5