CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$481M
This Quarter Return
-13.87%
1 Year Return
+12.72%
3 Year Return
+47.96%
5 Year Return
+81.01%
10 Year Return
–
AUM
$292M
AUM Growth
+$292M
(-14%)
Cap. Flow
+$2.98M
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
83.5%
Holding
372
New
22
Increased
49
Reduced
38
Closed
28
Top Buys
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$3.11M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.92M |
| 3 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$693K |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
$428K |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
$334K |
Sector Composition
| 1 | Technology | 2.17% |
| 2 | Industrials | 0.85% |
| 3 | Consumer Discretionary | 0.69% |
| 4 | Consumer Staples | 0.56% |
| 5 | Financials | 0.37% |
