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
$339M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$8.14M
3
+$2.56M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.19M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.47M

Top Sells

1
+$877K
2
+$204K
3
+$183K
4
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$125K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$119K

Sector Composition

1 Technology 2.13%
2 Industrials 1.03%
3 Consumer Discretionary 0.77%
4 Consumer Staples 0.63%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$19K 0.01%
79
127
$19K 0.01%
128
128
$19K 0.01%
184
129
$19K 0.01%
270
+21
130
$19K 0.01%
304
131
$19K 0.01%
78
132
$18K 0.01%
218
133
$18K 0.01%
91
134
$18K 0.01%
275
135
$17K 0.01%
302
136
$17K 0.01%
61
137
$16K ﹤0.01%
314
138
$16K ﹤0.01%
344
139
$16K ﹤0.01%
66
140
$16K ﹤0.01%
135
+1
141
$16K ﹤0.01%
2,740
142
$16K ﹤0.01%
2,854
143
$15K ﹤0.01%
91
144
$15K ﹤0.01%
301
145
$15K ﹤0.01%
56
146
$15K ﹤0.01%
1,000
+500
147
$15K ﹤0.01%
+315
148
$15K ﹤0.01%
65
149
$14K ﹤0.01%
104
150
$14K ﹤0.01%
535
4 5
6
7 8