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CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$581M
1-Year Est. Return
18.16%
This Fund
S&P 500
This Quarter
Est. Return
+6.81%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$248M
AUM Growth
–
Cap. Flow
+$239M
Cap. Flow
% of AUM
96.35%
Top 10 Holdings %
Top 10 Hldgs %
90.45%
Holding
255
New
255
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$45.4M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$44.2M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$22.8M |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$22M |
| 5 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$20M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.07% |
| 2 | Industrials | 1.12% |
| 3 | Consumer Discretionary | 0.51% |
| 4 | Consumer Staples | 0.49% |
| 5 | Financials | 0.33% |
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Cedar Mountain Advisors's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Cedar Mountain Advisors, which disclosed 255 positions worth $248M. Its ten largest holdings account for 90% of the portfolio.
Its largest position is iShares Russell 1000 Growth ETF: 1,087,868 shares worth $47.8M.
By sector, the portfolio is most concentrated in Technology at 2.1% of assets, followed by Industrials and Consumer Discretionary.
- Cedar Mountain Advisors's largest Q4 2019 buy was iShares Russell 1000 Growth ETF: 1,087,868 shares worth $47.8M.
- Cedar Mountain Advisors's ten largest holdings make up 90% of its $248M portfolio in Q4 2019.
- Cedar Mountain Advisors disclosed 255 positions in Q4 2019, its first 13F filing on record.
Based on Cedar Mountain Advisors's 13F filing for Q4 2019, filed 30 Jan 2020.