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
$350M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$293K
3
+$245K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$230K
5
NKE icon
Nike
NKE
+$218K

Top Sells

1
+$478K
2
+$467K
3
+$398K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$338K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$156K

Sector Composition

1 Technology 2.34%
2 Industrials 0.82%
3 Consumer Discretionary 0.73%
4 Consumer Staples 0.46%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.3K ﹤0.01%
389
+34
127
$17.1K ﹤0.01%
345
128
$17.1K ﹤0.01%
195
+6
129
$16.9K ﹤0.01%
134
130
$16.4K ﹤0.01%
+295
131
$15.6K ﹤0.01%
204
132
$15.5K ﹤0.01%
86
133
$15.3K ﹤0.01%
172
134
$15.1K ﹤0.01%
116
+38
135
$14.9K ﹤0.01%
76
136
$14.7K ﹤0.01%
5,651
137
$14.6K ﹤0.01%
65
138
$14.6K ﹤0.01%
109
+1
139
$14.6K ﹤0.01%
140
+1
140
$14.5K ﹤0.01%
202
+50
141
$14.3K ﹤0.01%
2,854
142
$14.1K ﹤0.01%
2,740
143
$13.8K ﹤0.01%
108
144
$13.6K ﹤0.01%
301
+1
145
$13.6K ﹤0.01%
322
146
$13.2K ﹤0.01%
47
147
$13.1K ﹤0.01%
19
-2
148
$12.8K ﹤0.01%
111
149
$12.6K ﹤0.01%
51
+1
150
$12.4K ﹤0.01%
274
4 5
6
7 8