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
$200M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$2.73M
3
+$1.04M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$896K
5
INTC icon
Intel
INTC
+$774K

Top Sells

1
+$886K
2
+$229K
3
+$165K
4
RTX icon
RTX Corp
RTX
+$103K
5
WMT icon
Walmart Inc
WMT
+$52.3K

Sector Composition

1 Technology 2.38%
2 Industrials 0.97%
3 Consumer Discretionary 0.54%
4 Consumer Staples 0.43%
5 Utilities 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
17
152
$6K ﹤0.01%
475
153
$6K ﹤0.01%
39
154
$6K ﹤0.01%
+1,689
155
$5K ﹤0.01%
26
156
$5K ﹤0.01%
535
157
$5K ﹤0.01%
60
158
$5K ﹤0.01%
29
159
$5K ﹤0.01%
150
160
$5K ﹤0.01%
+67
161
$5K ﹤0.01%
238
+16
162
$5K ﹤0.01%
51
163
$5K ﹤0.01%
146
164
$4K ﹤0.01%
45
165
$4K ﹤0.01%
10
+4
166
$4K ﹤0.01%
27
167
$4K ﹤0.01%
9
168
$4K ﹤0.01%
33
+12
169
$4K ﹤0.01%
95
170
$4K ﹤0.01%
99
171
$4K ﹤0.01%
104
172
$4K ﹤0.01%
106
173
$4K ﹤0.01%
138
174
$4K ﹤0.01%
172
175
$4K ﹤0.01%
135
5 6
7
8 9