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
$300M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$6.31M
3
+$3.38M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$2.24M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$955K

Top Sells

1
+$1.13M
2
+$248K
3
+$103K
4
VHT icon
Vanguard Health Care ETF
VHT
+$54.8K
5
USB icon
US Bancorp
USB
+$39.6K

Sector Composition

1 Technology 2.12%
2 Industrials 0.76%
3 Consumer Discretionary 0.68%
4 Consumer Staples 0.52%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11K ﹤0.01%
158
152
$11K ﹤0.01%
105
153
$11K ﹤0.01%
136
+1
154
$11K ﹤0.01%
172
155
$10K ﹤0.01%
19
156
$10K ﹤0.01%
69
157
$10K ﹤0.01%
152
158
$10K ﹤0.01%
323
+5
159
$10K ﹤0.01%
169
160
$10K ﹤0.01%
802
161
$10K ﹤0.01%
1,227
+1
162
$9K ﹤0.01%
91
163
$9K ﹤0.01%
41
164
$9K ﹤0.01%
242
165
$9K ﹤0.01%
565
+10
166
$9K ﹤0.01%
1,023
167
$9K ﹤0.01%
32
168
$9K ﹤0.01%
108
169
$9K ﹤0.01%
1,689
170
$9K ﹤0.01%
905
171
$9K ﹤0.01%
142
172
$9K ﹤0.01%
237
173
$8K ﹤0.01%
768
174
$8K ﹤0.01%
225
175
$8K ﹤0.01%
1,000
5 6
7
8 9