CMA
Cedar Mountain Advisors Portfolio holdings
AUM $446M
AUM
$446M
AUM Growth
-$8.66M (-2%)
Cap. Flow
+$4.25M
Cap. Flow % of AUM
0.95%
Top 10 Holdings %Top 10 Hldgs %
73.04%
Holding
390
New
13
Increased
89
Reduced
65
Closed
38
Top Buys
| 1 | $1.33M | |
| 2 | $1.11M | |
| 3 | $416K | |
| 4 | $278K | |
| 5 | $272K |
Top Sells
| 1 | $345K | |
| 2 | $202K | |
| 3 | $140K | |
| 4 | $98.5K | |
| 5 | $95.4K |
Sector Composition
| 1 | Technology | 2.27% |
| 2 | Industrials | 0.67% |
| 3 | Consumer Discretionary | 0.57% |
| 4 | Consumer Staples | 0.41% |
| 5 | Financials | 0.36% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $29.9K | 0.01% | 198 +115 | +139% | +$17.4K | |||
| $29.8K | 0.01% | 90 -5 | -5% | -$1.66K | |||
| $29.2K | 0.01% | 267 +2 | +0.8% | +$219 | |||
| $29.2K | 0.01% | 111 | – | – | |||
| $29.1K | 0.01% | 114 +66 | +138% | +$16.9K | |||
| $29.1K | 0.01% | 294 -105 | -26% | -$10.4K | |||
| $27.8K | 0.01% | 535 | – | – | |||
| $27.5K | 0.01% | 161 -11 | -6% | -$1.88K | |||
| $26.7K | 0.01% | 201 +1 | +0.5% | +$133 | |||
| $26.6K | 0.01% | 99 -3 | -3% | -$807 | |||
| $26.3K | 0.01% | 446 -220 | -33% | -$13K | |||
| $26K | 0.01% | 2,073 +22 | +1% | +$276 | |||
| $25.1K | 0.01% | 371 | – | – | |||
| $24.2K | 0.01% | 313 | – | – | |||
| $24.1K | 0.01% | 118 +1 | +0.9% | +$204 | |||
| $23.7K | 0.01% | 330 | – | – | |||
| $23.5K | 0.01% | 77 | – | – | |||
| $22.9K | 0.01% | 1,253 +323 | +35% | +$5.92K | |||
| $22.9K | 0.01% | 77 +1 | +1% | +$298 | |||
| $22.8K | 0.01% | 899 +12 | +1% | +$304 | |||
| $22K | 0% | 346 | – | – | |||
| $21.9K | 0% | 122 +23 | +23% | +$4.13K | |||
| $21.7K | 0% | 62 -4 | -6% | -$1.4K | |||
| $21.6K | 0% | 26 | – | – | |||
| $21.5K | 0% | 104 | – | – |
