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
$200M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$2.78M
3
+$1.31M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.01M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$905K

Top Sells

1
+$1.18M
2
+$270K
3
+$165K
4
RTX icon
RTX Corp
RTX
+$103K
5
CVX icon
Chevron
CVX
+$55.5K

Sector Composition

1 Technology 2.38%
2 Industrials 0.97%
3 Consumer Discretionary 0.54%
4 Consumer Staples 0.43%
5 Utilities 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9K ﹤0.01%
170
-48
127
$9K ﹤0.01%
+1,023
128
$9K ﹤0.01%
234
129
$9K ﹤0.01%
75
130
$9K ﹤0.01%
573
131
$8K ﹤0.01%
75
-51
132
$8K ﹤0.01%
527
133
$8K ﹤0.01%
1,575
+160
134
$8K ﹤0.01%
220
135
$8K ﹤0.01%
5,651
136
$8K ﹤0.01%
853
137
$8K ﹤0.01%
786
+6
138
$8K ﹤0.01%
600
139
$8K ﹤0.01%
27
140
$8K ﹤0.01%
78
141
$7K ﹤0.01%
50
142
$7K ﹤0.01%
+768
143
$7K ﹤0.01%
195
+60
144
$7K ﹤0.01%
30
+8
145
$7K ﹤0.01%
70
146
$7K ﹤0.01%
146
147
$7K ﹤0.01%
450
148
$6K ﹤0.01%
34
149
$6K ﹤0.01%
48
150
$6K ﹤0.01%
49
-250
4 5
6
7 8