CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
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
+$14.1M
2
+$2.78M
3
+$1.31M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.01M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$905K

Top Sells

1
+$1.18M
2
+$270K
3
+$165K
4
RTX icon
RTX Corp
RTX
+$103K
5
CVX icon
Chevron
CVX
+$55.5K

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%
150
156
$5K ﹤0.01%
+67
157
$5K ﹤0.01%
238
+16
158
$5K ﹤0.01%
51
159
$5K ﹤0.01%
146
160
$5K ﹤0.01%
26
161
$5K ﹤0.01%
535
162
$5K ﹤0.01%
60
163
$5K ﹤0.01%
29
164
$4K ﹤0.01%
45
165
$4K ﹤0.01%
10
+4
166
$4K ﹤0.01%
27
167
$4K ﹤0.01%
9
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$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