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
$350M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$293K
3
+$245K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$230K
5
NKE icon
Nike
NKE
+$218K

Top Sells

1
+$478K
2
+$467K
3
+$398K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$338K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$156K

Sector Composition

1 Technology 2.34%
2 Industrials 0.82%
3 Consumer Discretionary 0.73%
4 Consumer Staples 0.46%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$134K 0.04%
854
+1
52
$133K 0.04%
547
53
$130K 0.04%
3,080
+140
54
$115K 0.03%
881
-64
55
$113K 0.03%
3,370
-1,716
56
$109K 0.03%
1,749
57
$100K 0.03%
3,848
58
$91.3K 0.03%
2,725
+16
59
$88.7K 0.03%
1,692
+30
60
$83.7K 0.02%
981
+6
61
$80.6K 0.02%
666
-135
62
$76K 0.02%
851
63
$74.1K 0.02%
619
+36
64
$73.2K 0.02%
255
-33
65
$71.1K 0.02%
384
+1
66
$71K 0.02%
1,514
+5
67
$59.5K 0.02%
409
+18
68
$58.8K 0.02%
371
69
$56.8K 0.02%
267
70
$55.9K 0.02%
766
71
$52.1K 0.01%
1,440
72
$50.8K 0.01%
285
73
$50.2K 0.01%
378
74
$49.6K 0.01%
593
75
$49.4K 0.01%
732
1 2
3
4 5