CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$481M
This Quarter Return
+5.96%
1 Year Return
+12.72%
3 Year Return
+47.96%
5 Year Return
+81.01%
10 Year Return
–
AUM
$296M
AUM Growth
+$296M
(+5.7%)
Cap. Flow
+$263K
Cap. Flow
% of AUM
0.09%
Top 10 Holdings %
Top 10 Hldgs %
88.29%
Holding
317
New
23
Increased
49
Reduced
34
Closed
17
Top Buys
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$718K |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$657K |
| 3 |
Vanguard Financials ETF
VFH
|
$238K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$204K |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
$93.1K |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$765K |
| 2 |
Intel
INTC
|
$308K |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$256K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$221K |
| 5 |
EyePoint Pharmaceuticals
EYPT
|
$100K |
Sector Composition
| 1 | Technology | 2.29% |
| 2 | Industrials | 1.15% |
| 3 | Consumer Discretionary | 0.83% |
| 4 | Consumer Staples | 0.58% |
| 5 | Financials | 0.33% |
