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
$300M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$6.31M
3
+$3.38M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$2.24M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$955K

Top Sells

1
+$1.13M
2
+$248K
3
+$103K
4
VHT icon
Vanguard Health Care ETF
VHT
+$54.8K
5
USB icon
US Bancorp
USB
+$39.6K

Sector Composition

1 Technology 2.12%
2 Industrials 0.76%
3 Consumer Discretionary 0.68%
4 Consumer Staples 0.52%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$22K 0.01%
135
102
$22K 0.01%
600
103
$21K 0.01%
676
104
$21K 0.01%
227
105
$21K 0.01%
500
106
$20K 0.01%
241
+40
107
$19K 0.01%
162
108
$19K 0.01%
70
+4
109
$19K 0.01%
700
110
$18K 0.01%
128
111
$18K 0.01%
133
112
$18K 0.01%
69
113
$18K 0.01%
128
114
$17K 0.01%
340
115
$17K 0.01%
346
+42
116
$17K 0.01%
171
117
$17K 0.01%
62
118
$17K 0.01%
1,454
119
$17K 0.01%
188
+6
120
$17K 0.01%
1,500
121
$16K 0.01%
111
122
$16K 0.01%
204
123
$16K 0.01%
75
124
$16K 0.01%
78
125
$16K 0.01%
274
3 4
5
6 7