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

Top Buys

1
+$12.7M
2
+$2.73M
3
+$1.04M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$896K
5
INTC icon
Intel
INTC
+$774K

Top Sells

1
+$886K
2
+$229K
3
+$165K
4
RTX icon
RTX Corp
RTX
+$103K
5
WMT icon
Walmart
WMT
+$52.3K

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%
70
142
$7K ﹤0.01%
146
143
$7K ﹤0.01%
450
144
$7K ﹤0.01%
195
+60
145
$7K ﹤0.01%
30
+8
146
$7K ﹤0.01%
50
147
$7K ﹤0.01%
+768
148
$6K ﹤0.01%
34
149
$6K ﹤0.01%
48
150
$6K ﹤0.01%
49
-250
4 5
6
7 8