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
$280M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$942K
3
+$752K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$730K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$266K

Top Sells

1
+$3.44M
2
+$1.39M
3
+$1.09M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$83.5K
5
ADP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$43K 0.02%
728
77
$43K 0.02%
378
-120
78
$42K 0.02%
196
79
$41K 0.01%
242
80
$41K 0.01%
192
81
$40K 0.01%
400
82
$40K 0.01%
8
83
$39K 0.01%
159
84
$39K 0.01%
831
85
$38K 0.01%
76
86
$38K 0.01%
314
+105
87
$38K 0.01%
500
88
$38K 0.01%
1,500
+500
89
$35K 0.01%
288
90
$35K 0.01%
1,116
91
$35K 0.01%
770
92
$35K 0.01%
158
93
$34K 0.01%
+2,640
94
$33K 0.01%
452
95
$33K 0.01%
787
+2
96
$32K 0.01%
232
+16
97
$32K 0.01%
377
98
$31K 0.01%
767
99
$31K 0.01%
842
+271
100
$30K 0.01%
560
2 3
4
5 6