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
$339M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$8.14M
3
+$2.56M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.19M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.47M

Top Sells

1
+$877K
2
+$204K
3
+$183K
4
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$125K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$119K

Sector Composition

1 Technology 2.13%
2 Industrials 1.03%
3 Consumer Discretionary 0.77%
4 Consumer Staples 0.63%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$134K 0.04%
699
52
$130K 0.04%
800
53
$130K 0.04%
7,082
54
$118K 0.03%
1,810
55
$117K 0.03%
851
56
$110K 0.03%
243
+1
57
$109K 0.03%
780
58
$105K 0.03%
3,804
-4,533
59
$101K 0.03%
2,653
+11
60
$100K 0.03%
451
+100
61
$88K 0.03%
1,045
-55
62
$83K 0.02%
954
+65
63
$83K 0.02%
1,662
64
$80K 0.02%
645
65
$80K 0.02%
2,940
66
$79K 0.02%
602
67
$78K 0.02%
560
68
$78K 0.02%
998
-105
69
$71K 0.02%
1,487
+1
70
$71K 0.02%
424
+1
71
$69K 0.02%
266
72
$66K 0.02%
1,251
-180
73
$61K 0.02%
1,440
74
$57K 0.02%
200
75
$53K 0.02%
389
+1
1 2
3
4 5