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
176
$10K ﹤0.01%
573
177
$10K ﹤0.01%
143
178
$9K ﹤0.01%
535
179
$9K ﹤0.01%
768
180
$9K ﹤0.01%
315
-314
181
$9K ﹤0.01%
527
182
$9K ﹤0.01%
+71
183
$9K ﹤0.01%
51
184
$8K ﹤0.01%
68
185
$8K ﹤0.01%
32
186
$8K ﹤0.01%
+1,000
187
$8K ﹤0.01%
217
188
$8K ﹤0.01%
190
189
$8K ﹤0.01%
260
190
$7K ﹤0.01%
27
191
$7K ﹤0.01%
+1,000
192
$7K ﹤0.01%
101
193
$7K ﹤0.01%
71
194
$7K ﹤0.01%
360
195
$7K ﹤0.01%
+50
196
$7K ﹤0.01%
53
197
$7K ﹤0.01%
147
198
$7K ﹤0.01%
1,689
199
$6K ﹤0.01%
36
200
$6K ﹤0.01%
+50
6 7
8
9 10