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
$300M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$6.31M
3
+$3.38M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$2.24M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$955K

Top Sells

1
+$1.13M
2
+$248K
3
+$103K
4
VHT icon
Vanguard Health Care ETF
VHT
+$54.8K
5
USB icon
US Bancorp
USB
+$39.6K

Sector Composition

1 Technology 2.12%
2 Industrials 0.76%
3 Consumer Discretionary 0.68%
4 Consumer Staples 0.52%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16K 0.01%
213
+121
127
$15K 0.01%
91
128
$14K ﹤0.01%
535
129
$14K ﹤0.01%
2,740
130
$13K ﹤0.01%
91
131
$13K ﹤0.01%
104
132
$13K ﹤0.01%
400
133
$13K ﹤0.01%
101
-273
134
$13K ﹤0.01%
134
135
$13K ﹤0.01%
105
+1
136
$13K ﹤0.01%
2,854
137
$13K ﹤0.01%
86
138
$12K ﹤0.01%
52
139
$12K ﹤0.01%
314
140
$12K ﹤0.01%
154
141
$12K ﹤0.01%
344
142
$12K ﹤0.01%
302
143
$12K ﹤0.01%
56
144
$12K ﹤0.01%
65
145
$12K ﹤0.01%
285
146
$12K ﹤0.01%
136
+1
147
$12K ﹤0.01%
291
-960
148
$12K ﹤0.01%
261
149
$12K ﹤0.01%
2,500
150
$12K ﹤0.01%
57
4 5
6
7 8