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
$339M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$8.14M
3
+$2.56M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.19M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.47M

Top Sells

1
+$877K
2
+$204K
3
+$183K
4
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$125K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$119K

Sector Composition

1 Technology 2.13%
2 Industrials 1.03%
3 Consumer Discretionary 0.77%
4 Consumer Staples 0.63%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$52K 0.02%
378
77
$51K 0.02%
285
78
$50K 0.01%
974
+2
79
$49K 0.01%
831
80
$47K 0.01%
473
81
$45K 0.01%
279
+2
82
$45K 0.01%
1,849
+10
83
$44K 0.01%
249
+1
84
$42K 0.01%
227
-12
85
$42K 0.01%
189
86
$41K 0.01%
785
+5
87
$41K 0.01%
81
88
$41K 0.01%
304
+2
89
$41K 0.01%
159
90
$39K 0.01%
741
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91
$39K 0.01%
1,541
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92
$38K 0.01%
734
+2
93
$36K 0.01%
242
94
$35K 0.01%
768
95
$34K 0.01%
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96
$32K 0.01%
68
97
$32K 0.01%
228
98
$32K 0.01%
54
99
$32K 0.01%
417
100
$30K 0.01%
135
2 3
4
5 6