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
$405M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Sells

1 +$695K
2 +$79.5K
3 +$30.6K
4
CRH icon
CRH
CRH
+$25.4K
5
CHD icon
Church & Dwight Co
CHD
+$20.7K

Sector Composition

1 Technology 2.43%
2 Industrials 0.77%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.46%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$23.6K 0.01%
116
127
$23.5K 0.01%
63
128
$23.3K 0.01%
143
+1
129
$23.3K 0.01%
78
130
$22.6K 0.01%
76
131
$22.5K 0.01%
475
132
$22.5K 0.01%
170
133
$22.1K 0.01%
73
134
$21.8K 0.01%
346
135
$20.8K 0.01%
91
136
$20.6K 0.01%
44
137
$20.6K 0.01%
198
+1
138
$20K ﹤0.01%
134
139
$19.4K ﹤0.01%
91
140
$19.4K ﹤0.01%
1,824
141
$19.3K ﹤0.01%
165
142
$19.3K ﹤0.01%
99
143
$19K ﹤0.01%
125
144
$18.8K ﹤0.01%
1,500
145
$17.6K ﹤0.01%
408
+4
146
$17.1K ﹤0.01%
270
147
$17K ﹤0.01%
1,200
148
$16.9K ﹤0.01%
381
149
$16.9K ﹤0.01%
400
150
$16.6K ﹤0.01%
173
+1