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
$280M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$942K
3
+$752K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$730K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$266K

Top Sells

1
+$3.44M
2
+$1.39M
3
+$1.09M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$83.5K
5
ADP icon
Automatic Data Processing
ADP
+$83K

Sector Composition

1 Technology 2.38%
2 Industrials 1.13%
3 Consumer Discretionary 0.9%
4 Consumer Staples 0.56%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$30K 0.01%
353
102
$28K 0.01%
296
+1
103
$27K 0.01%
700
104
$27K 0.01%
68
105
$26K 0.01%
500
106
$26K 0.01%
185
107
$26K 0.01%
474
+3
108
$25K 0.01%
400
109
$25K 0.01%
54
110
$23K 0.01%
162
111
$23K 0.01%
571
+6
112
$23K 0.01%
228
113
$22K 0.01%
221
114
$22K 0.01%
100
115
$22K 0.01%
+1,000
116
$21K 0.01%
224
117
$21K 0.01%
61
118
$21K 0.01%
+1,500
119
$21K 0.01%
683
120
$20K 0.01%
188
+2
121
$20K 0.01%
737
122
$20K 0.01%
1,000
123
$20K 0.01%
+820
124
$20K 0.01%
447
+2
125
$19K 0.01%
1,696
3 4
5
6 7