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
$280M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$942K
3
+$752K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$730K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$266K

Top Sells

1
+$3.44M
2
+$1.39M
3
+$1.09M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$83.5K
5
ADP icon
Automatic Data Processing
ADP
+$83K

Sector Composition

1 Technology 2.38%
2 Industrials 1.13%
3 Consumer Discretionary 0.9%
4 Consumer Staples 0.56%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14K 0.01%
2,740
152
$14K 0.01%
608
153
$14K 0.01%
848
154
$13K ﹤0.01%
49
155
$13K ﹤0.01%
5,651
156
$13K ﹤0.01%
600
157
$13K ﹤0.01%
307
158
$12K ﹤0.01%
52
159
$12K ﹤0.01%
52
160
$12K ﹤0.01%
65
161
$12K ﹤0.01%
204
162
$12K ﹤0.01%
1,023
163
$12K ﹤0.01%
65
164
$12K ﹤0.01%
34
165
$12K ﹤0.01%
220
166
$11K ﹤0.01%
104
167
$11K ﹤0.01%
50
168
$11K ﹤0.01%
170
169
$11K ﹤0.01%
134
+66
170
$11K ﹤0.01%
853
171
$10K ﹤0.01%
56
172
$10K ﹤0.01%
159
173
$10K ﹤0.01%
156
-48
174
$10K ﹤0.01%
+212
175
$10K ﹤0.01%
475
5 6
7
8 9