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
$200M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$2.73M
3
+$1.04M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$896K
5
INTC icon
Intel
INTC
+$774K

Top Sells

1
+$886K
2
+$229K
3
+$165K
4
RTX icon
RTX Corp
RTX
+$103K
5
WMT icon
Walmart
WMT
+$52.3K

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%
100
103
$14K 0.01%
1,000
104
$14K 0.01%
+2,854
105
$14K 0.01%
274
106
$14K 0.01%
161
107
$14K 0.01%
441
+3
108
$14K 0.01%
182
+3
109
$14K 0.01%
306
+30
110
$14K 0.01%
272
+92
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%
129
+1
122
$10K 0.01%
1,032
123
$10K 0.01%
104
124
$10K 0.01%
245
125
$9K ﹤0.01%
267
3 4
5
6 7