CMA
Cedar Mountain Advisors Portfolio holdings
AUM $446M
AUM
$446M
AUM Growth
-$8.66M (-2%)
Cap. Flow
+$4.25M
Cap. Flow % of AUM
0.95%
Top 10 Holdings %Top 10 Hldgs %
73.04%
Holding
390
New
13
Increased
89
Reduced
65
Closed
38
Top Buys
| 1 | $1.33M | |
| 2 | $1.11M | |
| 3 | $416K | |
| 4 | $278K | |
| 5 | $272K |
Top Sells
| 1 | $345K | |
| 2 | $202K | |
| 3 | $140K | |
| 4 | $98.5K | |
| 5 | $95.4K |
Sector Composition
| 1 | Technology | 2.27% |
| 2 | Industrials | 0.67% |
| 3 | Consumer Discretionary | 0.57% |
| 4 | Consumer Staples | 0.41% |
| 5 | Financials | 0.36% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $43.3K | 0.01% | 509 | – | – | |||
| $43.1K | 0.01% | 727 | – | – | |||
| $41.7K | 0.01% | 249 -1 | -0.4% | -$168 | |||
| $41.5K | 0.01% | 244 | – | – | |||
| $40.6K | 0.01% | 128 | – | – | |||
| $40.3K | 0.01% | 81 -2 | -2% | -$996 | |||
| $38.9K | 0.01% | 201 +1 | +0.5% | +$194 | |||
| $38K | 0.01% | 229 +1 | +0.4% | +$166 | |||
| $37.3K | 0.01% | 249 | – | – | |||
| $35.5K | 0.01% | 150 -50 | -25% | -$11.8K | |||
| $35.3K | 0.01% | 231 | – | – | |||
| $34.5K | 0.01% | 854 +9 | +1% | +$364 | |||
| $34.2K | 0.01% | 65 -3 | -4% | -$1.58K | |||
| $34K | 0.01% | 805 +33 | +4% | +$1.39K | |||
| $33.8K | 0.01% | 68 | – | – | |||
| $33.8K | 0.01% | 400 +50 | +14% | +$4.22K | |||
| $33.4K | 0.01% | 500 | – | – | |||
| $33.4K | 0.01% | 1,250 | – | – | |||
| $33.3K | 0.01% | 151 -11 | -7% | -$2.43K | |||
| $32.2K | 0.01% | 768 | – | – | |||
| $31.6K | 0.01% | 145 | – | – | |||
| $31.1K | 0.01% | 397 +1 | +0.3% | +$78 | |||
| $30.7K | 0.01% | 116 | – | – | |||
| $30.7K | 0.01% | 171 -41 | -19% | -$7.35K | |||
| $30.5K | 0.01% | 177 | – | – |
