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
$350M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$293K
3
+$245K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$230K
5
NKE icon
Nike
NKE
+$218K

Top Sells

1
+$478K
2
+$467K
3
+$398K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$338K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$156K

Sector Composition

1 Technology 2.34%
2 Industrials 0.82%
3 Consumer Discretionary 0.73%
4 Consumer Staples 0.46%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28.9K 0.01%
264
+23
102
$28.2K 0.01%
54
103
$27.7K 0.01%
68
104
$27.4K 0.01%
643
+79
105
$27.1K 0.01%
110
+18
106
$26.7K 0.01%
229
107
$25.7K 0.01%
340
108
$25.4K 0.01%
1,497
+35
109
$25.4K 0.01%
+400
110
$24.4K 0.01%
500
111
$23.7K 0.01%
535
112
$23.4K 0.01%
111
113
$23.3K 0.01%
128
114
$22.7K 0.01%
1,500
115
$22.5K 0.01%
73
+4
116
$22.2K 0.01%
391
+216
117
$21.2K 0.01%
195
+22
118
$21.1K 0.01%
346
119
$21K 0.01%
162
120
$20.7K 0.01%
78
121
$19.2K 0.01%
676
122
$18.9K 0.01%
91
123
$18.5K 0.01%
+84
124
$18.2K 0.01%
1,821
+650
125
$17.7K 0.01%
91
3 4
5
6 7