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
$200M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$2.73M
3
+$1.04M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$896K
5
INTC icon
Intel
INTC
+$774K

Top Sells

1
+$886K
2
+$229K
3
+$165K
4
RTX icon
RTX Corp
RTX
+$103K
5
WMT icon
Walmart
WMT
+$52.3K

Sector Composition

1 Technology 2.38%
2 Industrials 0.97%
3 Consumer Discretionary 0.54%
4 Consumer Staples 0.43%
5 Utilities 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$26K 0.01%
700
77
$25K 0.01%
295
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$25K 0.01%
203
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$25K 0.01%
280
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$25K 0.01%
466
+2
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$24K 0.01%
216
-354
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$24K 0.01%
364
-60
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$23K 0.01%
400
84
$22K 0.01%
+656
85
$22K 0.01%
+209
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$21K 0.01%
553
+5
87
$20K 0.01%
200
88
$20K 0.01%
+146
89
$20K 0.01%
452
90
$20K 0.01%
68
91
$19K 0.01%
+639
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$18K 0.01%
291
+3
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$18K 0.01%
571
94
$18K 0.01%
185
95
$18K 0.01%
228
96
$17K 0.01%
245
+95
97
$17K 0.01%
737
98
$17K 0.01%
629
99
$17K 0.01%
315
100
$16K 0.01%
222
+2
2 3
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5 6