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
$300M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$6.31M
3
+$3.38M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$2.24M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$955K

Top Sells

1
+$1.13M
2
+$248K
3
+$103K
4
VHT icon
Vanguard Health Care ETF
VHT
+$54.8K
5
USB icon
US Bancorp
USB
+$39.6K

Sector Composition

1 Technology 2.12%
2 Industrials 0.76%
3 Consumer Discretionary 0.68%
4 Consumer Staples 0.52%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$41K 0.01%
81
77
$40K 0.01%
1,598
+28
78
$39K 0.01%
831
79
$39K 0.01%
474
80
$38K 0.01%
283
+2
81
$36K 0.01%
2,940
82
$35K 0.01%
155
83
$35K 0.01%
796
+6
84
$34K 0.01%
209
+1
85
$34K 0.01%
307
+2
86
$34K 0.01%
189
87
$33K 0.01%
5,000
88
$33K 0.01%
738
+2
89
$32K 0.01%
242
90
$31K 0.01%
228
91
$29K 0.01%
1,878
+17
92
$28K 0.01%
768
93
$28K 0.01%
185
94
$28K 0.01%
417
95
$27K 0.01%
199
96
$27K 0.01%
54
97
$26K 0.01%
737
98
$24K 0.01%
597
+77
99
$23K 0.01%
107
100
$23K 0.01%
68
2 3
4
5 6