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
$280M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$942K
3
+$752K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$730K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$266K

Top Sells

1
+$3.44M
2
+$1.39M
3
+$1.09M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$83.5K
5
ADP icon
Automatic Data Processing
ADP
+$83K

Sector Composition

1 Technology 2.38%
2 Industrials 1.13%
3 Consumer Discretionary 0.9%
4 Consumer Staples 0.56%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$19K 0.01%
78
127
$18K 0.01%
167
+1
128
$18K 0.01%
69
129
$18K 0.01%
2,413
130
$17K 0.01%
274
131
$17K 0.01%
37
132
$17K 0.01%
+50
133
$17K 0.01%
1,107
134
$17K 0.01%
93
135
$17K 0.01%
75
136
$17K 0.01%
2,854
137
$16K 0.01%
565
138
$16K 0.01%
385
139
$16K 0.01%
131
140
$16K 0.01%
304
141
$16K 0.01%
1,068
+6
142
$16K 0.01%
165
143
$15K 0.01%
57
144
$15K 0.01%
128
145
$15K 0.01%
135
146
$14K 0.01%
654
+416
147
$14K 0.01%
86
148
$14K 0.01%
92
149
$14K 0.01%
329
150
$14K 0.01%
20
4 5
6
7 8