CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$481M
This Quarter Return
+14.5%
1 Year Return
+12.72%
3 Year Return
+47.96%
5 Year Return
+81.01%
10 Year Return
–
AUM
$280M
AUM Growth
+$280M
(+13%)
Cap. Flow
+$14M
Cap. Flow
% of AUM
5.01%
Top 10 Holdings %
Top 10 Hldgs %
88.18%
Holding
298
New
20
Increased
48
Reduced
22
Closed
4
Top Buys
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$3.44M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$1.39M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.09M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$83.5K |
| 5 |
Automatic Data Processing
ADP
|
$83K |
Sector Composition
| 1 | Technology | 2.38% |
| 2 | Industrials | 1.13% |
| 3 | Consumer Discretionary | 0.9% |
| 4 | Consumer Staples | 0.56% |
| 5 | Financials | 0.31% |
