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
$300M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$6.31M
3
+$3.38M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$2.24M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$955K

Top Sells

1
+$1.13M
2
+$248K
3
+$103K
4
VHT icon
Vanguard Health Care ETF
VHT
+$54.8K
5
USB icon
US Bancorp
USB
+$39.6K

Sector Composition

1 Technology 2.12%
2 Industrials 0.76%
3 Consumer Discretionary 0.68%
4 Consumer Staples 0.52%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$84K 0.03%
1,749
52
$83K 0.03%
684
53
$81K 0.03%
709
-904
54
$80K 0.03%
1,047
+1
55
$80K 0.03%
851
56
$79K 0.03%
5,634
-1,448
57
$77K 0.03%
3,823
+19
58
$77K 0.03%
2,680
+14
59
$76K 0.03%
964
+5
60
$74K 0.02%
773
-7
61
$72K 0.02%
1,662
62
$62K 0.02%
381
63
$61K 0.02%
266
64
$61K 0.02%
1,496
+6
65
$58K 0.02%
428
+19
66
$55K 0.02%
593
-3
67
$53K 0.02%
559
-1
68
$50K 0.02%
995
+444
69
$50K 0.02%
1,440
70
$48K 0.02%
766
71
$46K 0.02%
378
72
$44K 0.01%
285
73
$42K 0.01%
200
74
$42K 0.01%
978
+2
75
$41K 0.01%
390
+1
1 2
3
4 5