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
$339M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$8.14M
3
+$2.56M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.19M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.47M

Top Sells

1
+$877K
2
+$204K
3
+$183K
4
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$125K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$119K

Sector Composition

1 Technology 2.13%
2 Industrials 1.03%
3 Consumer Discretionary 0.77%
4 Consumer Staples 0.63%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$30K 0.01%
737
102
$29K 0.01%
165
103
$28K 0.01%
62
104
$28K 0.01%
400
105
$28K 0.01%
+550
106
$28K 0.01%
500
107
$26K 0.01%
+905
108
$25K 0.01%
1,500
109
$25K 0.01%
226
110
$25K 0.01%
+400
111
$25K 0.01%
600
112
$25K 0.01%
520
-97
113
$24K 0.01%
182
114
$24K 0.01%
111
115
$24K 0.01%
133
116
$24K 0.01%
488
+1
117
$23K 0.01%
69
118
$23K 0.01%
340
+80
119
$22K 0.01%
133
120
$21K 0.01%
28
121
$21K 0.01%
112
122
$21K 0.01%
75
123
$20K 0.01%
170
+1
124
$20K 0.01%
162
125
$20K 0.01%
153
+2
3 4
5
6 7