CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$2.78M
3
+$1.31M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.01M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$905K

Top Sells

1
+$1.18M
2
+$270K
3
+$165K
4
RTX icon
RTX Corp
RTX
+$103K
5
CVX icon
Chevron
CVX
+$55.5K

Sector Composition

1 Technology 2.38%
2 Industrials 0.97%
3 Consumer Discretionary 0.54%
4 Consumer Staples 0.43%
5 Utilities 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15K 0.01%
433
+1
102
$14K 0.01%
182
+3
103
$14K 0.01%
306
+30
104
$14K 0.01%
272
+92
105
$14K 0.01%
1,000
106
$14K 0.01%
+2,854
107
$14K 0.01%
274
108
$14K 0.01%
100
109
$14K 0.01%
161
110
$14K 0.01%
441
+3
111
$13K 0.01%
165
+1
112
$13K 0.01%
42
113
$13K 0.01%
1,024
-52
114
$13K 0.01%
78
115
$13K 0.01%
465
+60
116
$12K 0.01%
128
117
$12K 0.01%
+2,740
118
$12K 0.01%
332
119
$11K 0.01%
56
-8
120
$11K 0.01%
+204
121
$10K 0.01%
104
122
$10K 0.01%
245
123
$10K 0.01%
129
+1
124
$10K 0.01%
1,032
125
$9K ﹤0.01%
267
3 4
5
6 7