CMA
Cedar Mountain Advisors Portfolio holdings
AUM $446M
AUM
$446M
AUM Growth
-$8.66M (-2%)
Cap. Flow
+$4.25M
Cap. Flow % of AUM
0.95%
Top 10 Holdings %Top 10 Hldgs %
73.04%
Holding
390
New
13
Increased
89
Reduced
65
Closed
38
Top Buys
| 1 | $1.33M | |
| 2 | $1.11M | |
| 3 | $416K | |
| 4 | $278K | |
| 5 | $272K |
Top Sells
| 1 | $345K | |
| 2 | $202K | |
| 3 | $140K | |
| 4 | $98.5K | |
| 5 | $95.4K |
Sector Composition
| 1 | Technology | 2.27% |
| 2 | Industrials | 0.67% |
| 3 | Consumer Discretionary | 0.57% |
| 4 | Consumer Staples | 0.41% |
| 5 | Financials | 0.36% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $21.4K | 0% | 2,456 +387 | +19% | +$3.37K | |||
| $20.9K | 0% | 209 -163 | -44% | -$16.3K | |||
| $20.5K | 0% | 22 | – | – | |||
| $19.3K | 0% | 362 +3 | +0.8% | +$160 | |||
| $19.1K | 0% | 72 | – | – | |||
| $18.4K | 0% | 59 -4 | -6% | -$1.25K | |||
| $18.4K | 0% | 48 -3 | -6% | -$1.15K | |||
| $18.3K | 0% | 80 -75 | -48% | -$17.2K | |||
| $18.2K | 0% | 344 +2 | +0.6% | +$106 | |||
| $18.2K | 0% | 613 | – | – | |||
| $18.1K | 0% | 238 | – | – | |||
| $17.8K | 0% | 173 | – | – | |||
| $17.8K | 0% | 169 | – | – | |||
| $17.5K | 0% | 345 -217 | -39% | -$11K | |||
| $17.3K | 0% | 400 | – | – | |||
| $17K | 0% | 25 -2 | -7% | -$1.36K | |||
| $17K | 0% | 35 -2 | -5% | -$970 | |||
| $16.8K | 0% | 385 | – | – | |||
| $15.8K | 0% | 2,740 | – | – | |||
| $15.5K | 0% | 47 | – | – | |||
| $15.2K | 0% | 72 -5 | -6% | -$1.06K | |||
| $15.2K | 0% | 75 | – | – | |||
| $15K | 0% | 8 | – | – | |||
| $14.9K | 0% | 356 +201 | +130% | +$8.4K | |||
| $14.8K | 0% | 42 -3 | -7% | -$1.06K |
