CMA
Cedar Mountain Advisors Portfolio holdings
AUM $446M
AUM
$446M
AUM Growth
-$8.66M (-2%)
Cap. Flow
+$4.25M
Cap. Flow % of AUM
0.95%
Top 10 Holdings %Top 10 Hldgs %
73.04%
Holding
390
New
13
Increased
89
Reduced
65
Closed
38
Top Buys
| 1 | $1.33M | |
| 2 | $1.11M | |
| 3 | $416K | |
| 4 | $278K | |
| 5 | $272K |
Top Sells
| 1 | $345K | |
| 2 | $202K | |
| 3 | $140K | |
| 4 | $98.5K | |
| 5 | $95.4K |
Sector Composition
| 1 | Technology | 2.27% |
| 2 | Industrials | 0.67% |
| 3 | Consumer Discretionary | 0.57% |
| 4 | Consumer Staples | 0.41% |
| 5 | Financials | 0.36% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $82.1K | 0.02% | 285 | – | – | |||
| $81.5K | 0.02% | 1,990 +42 | +2% | +$1.72K | |||
| $78.3K | 0.02% | 371 +294 | +382% | +$62K | |||
| $73.5K | 0.02% | 960 +3 | +0.3% | +$230 | |||
| $71K | 0.02% | 2,510 +4 | +0.2% | +$113 | |||
| $65.4K | 0.01% | 2,881 | New | +$65.4K | |||
| $62.7K | 0.01% | 313 | – | – | |||
| $59.3K | 0.01% | 404 | – | – | |||
| $58.5K | 0.01% | 167 +37 | +28% | +$13K | |||
| $57.5K | 0.01% | 1,347 +15 | +1% | +$641 | |||
| $56.4K | 0.01% | 477 | – | – | |||
| $55.8K | 0.01% | 556 | – | – | |||
| $55.7K | 0.01% | 673 | – | – | |||
| $55.2K | 0.01% | 378 -46 | -11% | -$6.72K | |||
| $53.4K | 0.01% | 218 +1 | +0.5% | +$245 | |||
| $52.5K | 0.01% | 568 +7 | +1% | +$647 | |||
| $51.7K | 0.01% | 331 -23 | -7% | -$3.59K | |||
| $50.9K | 0.01% | 243 +2 | +0.8% | +$419 | |||
| $50.4K | 0.01% | 326 +2 | +0.6% | +$309 | |||
| $47.6K | 0.01% | 50 | – | – | |||
| $47K | 0.01% | 377 +1 | +0.3% | +$125 | |||
| $46.4K | 0.01% | 350 | – | – | |||
| $45.7K | 0.01% | 741 | – | – | |||
| $44.5K | 0.01% | 228 | – | – | |||
| $43.9K | 0.01% | 967 | – | – |
