CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$44.2M
3
+$22.8M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$22M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$20M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.2%
2 Industrials 1.2%
3 Consumer Discretionary 0.55%
4 Consumer Staples 0.52%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13K 0.01%
+267
127
$12K 0.01%
+104
128
$12K 0.01%
+527
129
$12K 0.01%
+128
130
$12K 0.01%
+1,032
131
$11K ﹤0.01%
+75
132
$11K ﹤0.01%
+573
133
$11K ﹤0.01%
+535
134
$10K ﹤0.01%
+78
135
$10K ﹤0.01%
+146
136
$10K ﹤0.01%
+234
137
$10K ﹤0.01%
+780
138
$9K ﹤0.01%
+351
139
$9K ﹤0.01%
+299
140
$9K ﹤0.01%
+475
141
$9K ﹤0.01%
+853
142
$9K ﹤0.01%
+450
143
$9K ﹤0.01%
+27
144
$8K ﹤0.01%
+146
145
$8K ﹤0.01%
+50
146
$8K ﹤0.01%
+70
147
$8K ﹤0.01%
+193
148
$8K ﹤0.01%
+39
149
$7K ﹤0.01%
+34
150
$7K ﹤0.01%
+48
4 5
6
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