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
$350M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$293K
3
+$245K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$230K
5
NKE icon
Nike
NKE
+$218K

Top Sells

1
+$478K
2
+$467K
3
+$398K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$338K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$156K

Sector Composition

1 Technology 2.34%
2 Industrials 0.82%
3 Consumer Discretionary 0.73%
4 Consumer Staples 0.46%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12.2K ﹤0.01%
102
152
$12.2K ﹤0.01%
32
153
$12K ﹤0.01%
142
154
$12K ﹤0.01%
261
155
$11.8K ﹤0.01%
114
+9
156
$11.8K ﹤0.01%
57
157
$11.8K ﹤0.01%
327
+3
158
$11.6K ﹤0.01%
65
+1
159
$11.5K ﹤0.01%
52
160
$11.3K ﹤0.01%
104
161
$11.2K ﹤0.01%
51
162
$11K ﹤0.01%
56
163
$10.7K ﹤0.01%
336
+5
164
$10.6K ﹤0.01%
90
165
$10.4K ﹤0.01%
+26
166
$10.2K ﹤0.01%
1,689
167
$10.1K ﹤0.01%
158
168
$9.69K ﹤0.01%
220
169
$9.68K ﹤0.01%
7
170
$9.57K ﹤0.01%
768
171
$9.21K ﹤0.01%
53
172
$9.17K ﹤0.01%
225
173
$9.13K ﹤0.01%
1,023
174
$9K ﹤0.01%
573
175
$8.7K ﹤0.01%
1,000
5 6
7
8 9