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
$350M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$293K
3
+$245K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$230K
5
NKE icon
Nike
NKE
+$218K

Top Sells

1
+$478K
2
+$467K
3
+$398K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$338K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$156K

Sector Composition

1 Technology 2.34%
2 Industrials 0.82%
3 Consumer Discretionary 0.73%
4 Consumer Staples 0.46%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$48.8K 0.01%
1,134
+149
77
$46.5K 0.01%
475
78
$45.4K 0.01%
200
79
$45.3K 0.01%
1,709
+54
80
$44.9K 0.01%
831
81
$43.4K 0.01%
1,051
+1
82
$40.9K 0.01%
155
83
$39.9K 0.01%
83
+2
84
$37.6K 0.01%
400
85
$37.3K 0.01%
157
86
$37.1K 0.01%
224
+1
87
$37.1K 0.01%
242
88
$34.9K 0.01%
312
+2
89
$32.6K 0.01%
228
90
$32.2K 0.01%
198
+65
91
$32.1K 0.01%
185
92
$31.2K 0.01%
179
93
$30.9K 0.01%
108
94
$30.9K 0.01%
1,926
+16
95
$30.8K 0.01%
229
+22
96
$30.3K 0.01%
62
97
$30.2K 0.01%
768
98
$29.9K 0.01%
814
+7
99
$29.7K 0.01%
899
+405
100
$29.5K 0.01%
600
2 3
4
5 6