CMA
Cedar Mountain Advisors Portfolio holdings
AUM $446M
AUM
$446M
AUM Growth
-$8.66M (-2%)
Cap. Flow
+$4.25M
Cap. Flow % of AUM
0.95%
Top 10 Holdings %Top 10 Hldgs %
73.04%
Holding
390
New
13
Increased
89
Reduced
65
Closed
38
Top Buys
| 1 | $1.33M | |
| 2 | $1.11M | |
| 3 | $416K | |
| 4 | $278K | |
| 5 | $272K |
Top Sells
| 1 | $345K | |
| 2 | $202K | |
| 3 | $140K | |
| 4 | $98.5K | |
| 5 | $95.4K |
Sector Composition
| 1 | Technology | 2.27% |
| 2 | Industrials | 0.67% |
| 3 | Consumer Discretionary | 0.57% |
| 4 | Consumer Staples | 0.41% |
| 5 | Financials | 0.36% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $14.7K | 0% | 723 | – | – | |||
| $14.6K | 0% | 105 +1 | +1% | +$139 | |||
| $14.5K | 0% | 72 -5 | -6% | -$1.01K | |||
| $14.4K | 0% | 225 +132 | +142% | +$8.42K | |||
| $14K | 0% | 2,854 | – | – | |||
| $13.8K | 0% | 113 -8 | -7% | -$974 | |||
| $13.6K | 0% | 750 +150 | +25% | +$2.73K | |||
| $13.6K | 0% | 500 | – | – | |||
| $13.4K | 0% | 217 +1 | +0.5% | +$62 | |||
| $13.3K | 0% | 7,051 +641 | +10% | +$1.21K | |||
| $12.8K | 0% | 52 | – | – | |||
| $12.8K | 0% | 41 -3 | -7% | -$935 | |||
| $12.2K | 0% | 204 | – | – | |||
| $11.9K | 0% | 71 -5 | -7% | -$837 | |||
| $11.7K | 0% | 322 | – | – | |||
| $11.3K | 0% | 79 | – | – | |||
| $11.2K | 0% | 22 | – | – | |||
| $11.1K | 0% | 595 +9 | +2% | +$167 | |||
| $11K | 0% | 500 | – | – | |||
| $11K | 0% | 768 | – | – | |||
| $10.9K | 0% | 53 -107 | -67% | -$22.1K | |||
| $10.9K | 0% | 120 | – | – | |||
| $10.9K | 0% | 22 | – | – | |||
| $10.9K | 0% | 211 +171 | +428% | +$8.82K | |||
| $10.9K | 0% | 36 | – | – |
